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Brendel Financial Advisors’s Pultegroup PHM Stock Holding History

Brendel Financial Advisors’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
Q4 		– Sell
-18,211
Closed -$2.41M – 114
2025
Q3 		$2.41M Buy
+18,211
New +$2.26M 1.24% 42
2024
Q4 		– Sell
-16,099
Closed -$2.31M – 103
2024
Q3 		$2.31M Buy
+16,099
New +$2.05M 1.31% 34
2019
Q3 		– Sell
-63,360
Closed -$2M – 86
2019
Q2 		$2M Buy
+63,360
New +$1.98M 1.94% 23

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brendel Financial Advisors's PHM Position: Q4 2025 in Review

Brendel Financial Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 18,211 shares — an estimated $2.41M sold.

Brendel Financial Advisors first reported a position in PHM in Q2 2019 and held it in 3 quarters. The position peaked at $2.41M in Q3 2025. 1,030 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Brendel Financial Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 18,211 Pultegroup shares in Q4 2025, an estimated $2.41M.
  • Brendel Financial Advisors first reported a position in Pultegroup in Q2 2019 and held it in 3 quarters.
  • Brendel Financial Advisors's Pultegroup position peaked at $2.41M in Q3 2025.
  • 1,030 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.