Stoneridge Investment Partners’s United Homes Group UHG Stock Holding History

Stoneridge Investment Partners’s Portfolio UHG Stock Details UHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-55,039	Closed	-$64K	–	192
2026 Q1	$64K	Hold	55,039	–	–	0.05%	124
2025 Q4	$86K	Sell	55,039 -5,580	-9%	-$10.8K	0.06%	118
2025 Q3	$250K	Buy	60,619 +3,843	+7%	+$15.1K	0.17%	89
2025 Q2	$165K	Hold	56,776	–	–	0.12%	95
2025 Q1	$159K	Hold	56,776	–	–	0.13%	84
2024 Q4	$240K	Buy	56,776 +8,187	+17%	+$45.3K	0.09%	100
2024 Q3	$298K	Buy	+48,589	New	+$288K	0.11%	84

Stoneridge Investment Partners's UHG Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of United Homes Group (UHG) in Q2 2026, closing a stake of 55,039 shares — an estimated $64K sold.

Stoneridge Investment Partners first reported a position in UHG in Q3 2024 and held it in 7 quarters. The position peaked at $298K in Q3 2024. 0 funds tracked by Wall St. Rank hold UHG as of Q2 2026.

Stoneridge Investment Partners reported no remaining United Homes Group position as of Q2 2026 after selling out during the quarter.
Stoneridge Investment Partners sold 55,039 United Homes Group shares in Q2 2026, an estimated $64K.
Stoneridge Investment Partners first reported a position in United Homes Group in Q3 2024 and held it in 7 quarters.
Stoneridge Investment Partners's United Homes Group position peaked at $298K in Q3 2024.
0 funds tracked by Wall St. Rank held United Homes Group as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.