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United Homes Group shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in United Homes Group

Tip: Access up to 7 years of quarterly data

All positions including United Homes Group held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Homes Group by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $135 33 4.12
2025-06-30 $415 144 2.88
2025-03-31 $176 63 2.79

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Top funds holding United Homes Group

Fidelity National Financial
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H D Vest Advisory Services
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Vanguard Group
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Geode Capital Management
VELA Investment Management
Citadel Advisors
Evernest Financial Advisors
Stoneridge Investment Partners
XTX Topco
Millennium Management
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