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United Homes Group shares owned by Stonebridge Wealth Management

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

Historical chart of Stonebridge Wealth Management investment in United Homes Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Homes Group by Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 830k 4.13
2025-06-30 $1.3M 451k 2.90

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Itl High Div Fd (DTH)
United Homes Group *w Exp 03/30/202 (UHGWW)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
United Homes Group Cl A (UHG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Abbvie (ABBV)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Stonebridge Wealth Management

Top funds holding United Homes Group

Fidelity National Financial
Cetera Investment Advisers
H D Vest Advisory Services
Stonebridge Wealth Management
Vanguard Group
Renaissance Technologies
Geode Capital Management
VELA Investment Management
Citadel Advisors
Evernest Financial Advisors
Stoneridge Investment Partners
XTX Topco
Millennium Management
Northern Trust
Bridgeway Capital Management

View all funds holding United Homes Group