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Capital A Wealth Management’s Pultegroup PHM Stock Holding History

Capital A Wealth Management’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
-63
Closed -$6.48K – 737
2025
Q1 		$6.48K Sell
63
-4
-6% -$432 0.01% 344
2024
Q4 		$7.3K Buy
+67
New +$8.7K 0.01% 339

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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

Capital A Wealth Management's PHM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 63 shares — an estimated $6.48K sold.

Capital A Wealth Management first reported a position in PHM in Q4 2024 and held it in 2 quarters. The position peaked at $7.3K in Q4 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Capital A Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 63 Pultegroup shares in Q2 2025, an estimated $6.48K.
  • Capital A Wealth Management first reported a position in Pultegroup in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Pultegroup position peaked at $7.3K in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.