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Atria Wealth Solutions’s Pultegroup PHM Stock Holding History

Atria Wealth Solutions’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
-6,953
Closed -$716K – 1789
2025
Q1 		$716K Sell
6,953
-6,047
-47% -$653K 0.01% 1017
2024
Q4 		$1.42M Buy
13,000
+3,105
+31% +$403K 0.02% 781
2024
Q3 		$1.42M Buy
9,895
+829
+9% +$105K 0.02% 781
2024
Q2 		$999K Buy
9,066
+1,316
+17% +$149K 0.01% 902
2024
Q1 		$935K Buy
7,750
+1,326
+21% +$142K 0.01% 940
2023
Q4 		$663K Buy
6,424
+1,939
+43% +$165K 0.01% 1068
2023
Q3 		$332K Buy
+4,485
New +$358K ﹤0.01% 1352
2022
Q3 		– Sell
-5,860
Closed -$232K – 1836
2022
Q2 		$232K Sell
5,860
-2,128
-27% -$89.6K ﹤0.01% 1359
2022
Q1 		$335K Buy
+7,988
New +$396K 0.01% 1264

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return