AWM
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AE Wealth Management’s Pultegroup PHM Stock Holding History

AE 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
2026
Q1 		$1.43M Buy
12,169
+402
+3% +$51.5K 0.01% 745
2025
Q4 		$1.38M Sell
11,767
-92,171
-89% -$11.3M 0.01% 713
2025
Q3 		$13.7M Buy
103,938
+688
+0.7% +$85.4K 0.09% 231
2025
Q2 		$10.9M Buy
103,250
+2,361
+2% +$238K 0.08% 241
2025
Q1 		$10.4M Sell
100,889
-28
-0% -$3.02K 0.09% 237
2024
Q4 		$11M Buy
100,917
+5,663
+6% +$735K 0.09% 226
2024
Q3 		$13.7M Buy
95,254
+86,836
+1,032% +$11M 0.12% 179
2024
Q2 		$927K Buy
8,418
+1,075
+15% +$122K 0.01% 717
2024
Q1 		$886K Sell
7,343
-25,457
-78% -$2.73M 0.01% 678
2023
Q4 		$3.45M Buy
32,800
+7,563
+30% +$643K 0.02% 719
2023
Q3 		$1.87M Buy
25,237
+5,140
+26% +$410K 0.01% 868
2023
Q2 		$1.56M Buy
20,097
+9,886
+97% +$670K 0.01% 921
2023
Q1 		$595K Buy
10,211
+5,621
+122% +$304K ﹤0.01% 1257
2022
Q4 		$209K Sell
4,590
-1,519
-25% -$64K ﹤0.01% 1658
2022
Q3 		$229K Sell
6,109
-554
-8% -$23.3K ﹤0.01% 1568
2022
Q2 		$264K Sell
6,663
-11,228
-63% -$473K ﹤0.01% 1493
2022
Q1 		$750K Sell
17,891
-26,060
-59% -$1.29M 0.01% 1036
2021
Q4 		$2.51M Buy
+43,951
New +$2.25M 0.02% 626

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AE Wealth Management's PHM Position: Q1 2026 in Review

AE Wealth Management increased its Pultegroup (PHM) stake by 3.4% in Q1 2026, buying an estimated $51.5K and bringing the position to 12,169 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #745.

AE Wealth Management first reported a position in PHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.7M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • AE Wealth Management held 12,169 shares of Pultegroup worth $1.43M as of Q1 2026.
  • AE Wealth Management bought 402 Pultegroup shares in Q1 2026, an estimated $51.5K.
  • Pultegroup made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #745 holding.
  • AE Wealth Management first reported a position in Pultegroup in Q4 2021 and has held it in 18 quarters since.
  • AE Wealth Management's Pultegroup position peaked at $13.7M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.