True Wealth Design’s United Homes Group UHG Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-97	Closed	-$401	–	2820
2025 Q3	$401	Sell	97 -107	-52%	-$420	﹤0.01%	2079
2025 Q2	$592	Buy	+204	New	+$531	﹤0.01%	1679

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

True Wealth Design's UHG Position: Q4 2025 in Review

True Wealth Design sold out of United Homes Group (UHG) in Q4 2025, closing a stake of 97 shares — an estimated $401 sold.

True Wealth Design first reported a position in UHG in Q2 2025 and held it in 2 quarters. The position peaked at $592 in Q2 2025. 28 funds tracked by Wall St. Rank hold UHG as of Q4 2025.

True Wealth Design reported no remaining United Homes Group position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 97 United Homes Group shares in Q4 2025, an estimated $401.
True Wealth Design first reported a position in United Homes Group in Q2 2025 and held it in 2 quarters.
True Wealth Design's United Homes Group position peaked at $592 in Q2 2025.
28 funds tracked by Wall St. Rank held United Homes Group as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.