UWS
KBH icon

Unique Wealth Strategies’s KB Home KBH Stock Holding History

Unique Wealth Strategies’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,028
Closed -$782K – 449
2024
Q2 		$782K Hold
11,028
– – 0.37% 78
2024
Q1 		$782K Buy
+11,028
New +$704K 0.38% 78

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's KBH Position: Q3 2024 in Review

Unique Wealth Strategies sold out of KB Home (KBH) in Q3 2024, closing a stake of 11,028 shares — an estimated $782K sold.

Unique Wealth Strategies first reported a position in KBH in Q1 2024 and held it in 2 quarters. The position peaked at $782K in Q2 2024. 438 funds tracked by Wall St. Rank hold KBH as of Q3 2024.

  • Unique Wealth Strategies reported no remaining KB Home position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 11,028 KB Home shares in Q3 2024, an estimated $782K.
  • Unique Wealth Strategies first reported a position in KB Home in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's KB Home position peaked at $782K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held KB Home as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.