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Carolina Wealth Advisors’s Pultegroup PHM Stock Holding History

Carolina Wealth 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
Q2 		– Sell
-2,207
Closed -$227K – 302
2025
Q1 		$227K Sell
2,207
-3,275
-60% -$354K 0.12% 67
2024
Q4 		$597K Sell
5,482
-1,948
-26% -$253K 0.32% 39
2024
Q3 		$1.07M Sell
7,430
-686
-8% -$87.2K 0.54% 26
2024
Q2 		$894K Buy
8,116
+934
+13% +$106K 0.44% 28
2024
Q1 		$866K Sell
7,182
-20
-0.3% -$2.15K 0.47% 28
2023
Q4 		$743K Sell
7,202
-122
-2% -$10.4K 0.39% 32
2023
Q3 		$542K Buy
+7,324
New +$584K 0.31% 51

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 $462B AUM 39.16% 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 $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carolina Wealth Advisors's PHM Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,207 shares — an estimated $227K sold.

Carolina Wealth Advisors first reported a position in PHM in Q3 2023 and held it in 7 quarters. The position peaked at $1.07M in Q3 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,207 Pultegroup shares in Q2 2025, an estimated $227K.
  • Carolina Wealth Advisors first reported a position in Pultegroup in Q3 2023 and held it in 7 quarters.
  • Carolina Wealth Advisors's Pultegroup position peaked at $1.07M in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.