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Aldebaran Financial’s Pultegroup PHM Stock Holding History

Aldebaran Financial’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 		$558K Hold
4,745
– – 0.53% 46
2025
Q4 		$561K Buy
4,745
+160
+3% +$19.6K 0.52% 44
2025
Q3 		$606K Sell
4,585
-115
-2% -$14.3K 0.61% 41
2025
Q2 		$496K Sell
4,700
-200
-4% -$20.1K 0.55% 45
2025
Q1 		$504K Sell
4,900
-1,155
-19% -$125K 0.62% 42
2024
Q4 		$659K Buy
6,055
+690
+13% +$89.6K 0.77% 34
2024
Q3 		$770K Buy
5,365
+2,670
+99% +$339K 0.91% 31
2024
Q2 		$297K Buy
+2,695
New +$306K 0.39% 52

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

Aldebaran Financial's PHM Position: Q1 2026 in Review

Aldebaran Financial held its Pultegroup (PHM) position steady in Q1 2026 at 4,745 shares worth $558K. The position accounts for 0.53% of the portfolio, ranked #46.

Aldebaran Financial first reported a position in PHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $770K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Aldebaran Financial held 4,745 shares of Pultegroup worth $558K as of Q1 2026.
  • Aldebaran Financial left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.53% of Aldebaran Financial's portfolio in Q1 2026, its #46 holding.
  • Aldebaran Financial first reported a position in Pultegroup in Q2 2024 and has held it in 8 quarters since.
  • Aldebaran Financial's Pultegroup position peaked at $770K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.