Atala Financial’s Pultegroup PHM Stock Holding History

Atala 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
2025 Q2	–	Sell	-66	Closed	-$6.79K	–	360
2025 Q1	$6.79K	Hold	66	–	–	﹤0.01%	369
2024 Q4	$7.19K	Buy	+66	New	+$8.57K	0.01%	366

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atala Financial's PHM Position: Q2 2025 in Review

Atala Financial sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 66 shares — an estimated $6.79K sold.

Atala Financial first reported a position in PHM in Q4 2024 and held it in 2 quarters. The position peaked at $7.19K in Q4 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Atala Financial reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 66 Pultegroup shares in Q2 2025, an estimated $6.79K.
Atala Financial first reported a position in Pultegroup in Q4 2024 and held it in 2 quarters.
Atala Financial's Pultegroup position peaked at $7.19K in Q4 2024.
946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.