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	–	1835
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 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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's PHM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 6,953 shares — an estimated $716K sold.

Atria Wealth Solutions first reported a position in PHM in Q1 2022 and held it in 9 quarters. The position peaked at $1.42M in Q3 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Atria Wealth Solutions reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,953 Pultegroup shares in Q2 2025, an estimated $716K.
Atria Wealth Solutions first reported a position in Pultegroup in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Pultegroup position peaked at $1.42M in Q3 2024.
947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.