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AllSquare Wealth Management’s Pultegroup PHM Stock Holding History

AllSquare 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 		$68.2K Hold
516
– – 0.04% 204
2025
Q2 		$54.4K Hold
516
– – 0.03% 219
2025
Q1 		$53K Hold
516
– – 0.03% 207
2024
Q4 		$56.2K Hold
516
– – 0.03% 202
2024
Q3 		$74.1K Sell
516
-90
-15% -$11.4K 0.04% 175
2024
Q2 		$66.7K Sell
606
-84
-12% -$9.54K 0.04% 178
2024
Q1 		$83.2K Hold
690
– – 0.05% 170
2023
Q4 		$71.2K Hold
690
– – 0.04% 175
2023
Q3 		$51.1K Buy
+690
New +$55K 0.03% 190

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 $6.07B AUM 11.2% 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

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

AllSquare Wealth Management held its Pultegroup (PHM) position steady in Q3 2025 at 516 shares worth $68.2K. The position accounts for 0.04% of the portfolio, ranked #204.

AllSquare Wealth Management first reported a position in PHM in Q3 2023 and has held it in 9 quarters since. The position peaked at $83.2K in Q1 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • AllSquare Wealth Management held 516 shares of Pultegroup worth $68.2K as of Q3 2025.
  • AllSquare Wealth Management left its Pultegroup share count unchanged in Q3 2025.
  • Pultegroup made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #204 holding.
  • AllSquare Wealth Management first reported a position in Pultegroup in Q3 2023 and has held it in 9 quarters since.
  • AllSquare Wealth Management's Pultegroup position peaked at $83.2K in Q1 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.