Argonautica Private Wealth Management’s Pultegroup PHM Stock Holding History

Argonautica Private 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 Q1	–	Sell	-13,729	Closed	-$1.5M	–	198
2024 Q4	$1.5M	Sell	13,729 -20	-0.1%	-$2.6K	0.48%	54
2024 Q3	$1.97M	Buy	13,749 +26	+0.2%	+$3.31K	0.65%	47
2024 Q2	$1.51M	Hold	13,723	–	–	0.52%	54
2024 Q1	$1.66M	Hold	13,723	–	–	0.59%	51
2023 Q4	$1.42M	Hold	13,723	–	–	0.58%	52
2023 Q3	$1.02M	Hold	13,723	–	–	0.46%	55
2023 Q2	$1.07M	Sell	13,723 -79	-0.6%	-$5.35K	0.48%	54
2023 Q1	$804K	Hold	13,802	–	–	0.41%	59
2022 Q4	$628K	Buy	+13,802	New	+$582K	0.32%	63

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Argonautica Private Wealth Management's PHM Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 13,729 shares — an estimated $1.5M sold.

Argonautica Private Wealth Management first reported a position in PHM in Q4 2022 and held it in 9 quarters. The position peaked at $1.97M in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Argonautica Private Wealth Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 13,729 Pultegroup shares in Q1 2025, an estimated $1.5M.
Argonautica Private Wealth Management first reported a position in Pultegroup in Q4 2022 and held it in 9 quarters.
Argonautica Private Wealth Management's Pultegroup position peaked at $1.97M in Q3 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.