Atlantic Private Wealth’s Pultegroup PHM Stock Holding History

Atlantic Private Wealth’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	–	Sell	-10	Closed	-$1.17K	–	381
2025 Q4	$1.17K	Buy	+10	New	+$1.23K	﹤0.01%	245

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atlantic Private Wealth's PHM Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 10 shares — an estimated $1.17K sold.

Atlantic Private Wealth first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Atlantic Private Wealth reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 10 Pultegroup shares in Q1 2026, an estimated $1.17K.
Atlantic Private Wealth first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Pultegroup position peaked at $1.17K in Q4 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.