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1858 Wealth Management’s Pultegroup PHM Stock Holding History

1858 Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$355K Sell
2,687
-150
-5% -$18.6K 0.25% 65
2025
Q2 		$299K Sell
2,837
-82
-3% -$8.26K 0.22% 81
2025
Q1 		$300K Buy
2,919
+570
+24% +$61.6K 0.25% 75
2024
Q4 		$256K Buy
2,349
+112
+5% +$14.5K 0.2% 101
2024
Q3 		$321K Sell
2,237
-445
-17% -$56.6K 0.26% 79
2024
Q2 		$295K Sell
2,682
-487
-15% -$55.3K 0.25% 77
2024
Q1 		$327K Hold
3,169
– – 0.31% 79
2023
Q4 		$327K Buy
+3,169
New +$269K 0.31% 79

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1858 Wealth Management's PHM Position: Q3 2025 in Review

1858 Wealth Management reduced its Pultegroup (PHM) stake by 5.3% in Q3 2025, selling an estimated $18.6K and leaving 2,687 shares worth $355K. The position accounts for 0.25% of the portfolio, ranked #65.

1858 Wealth Management first reported a position in PHM in Q4 2023 and has held it in 8 quarters since. 985 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • 1858 Wealth Management held 2,687 shares of Pultegroup worth $355K as of Q3 2025.
  • 1858 Wealth Management sold 150 Pultegroup shares in Q3 2025, an estimated $18.6K.
  • Pultegroup made up 0.25% of 1858 Wealth Management's portfolio in Q3 2025, its #65 holding.
  • 1858 Wealth Management first reported a position in Pultegroup in Q4 2023 and has held it in 8 quarters since.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.