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Centurion Wealth Management’s Pultegroup PHM Stock Holding History

Centurion 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
-3,055
Closed -$333K – 246
2025
Q1 		$333K Hold
3,055
– – 0.1% 141
2024
Q4 		$333K Sell
3,055
-25
-0.8% -$3.25K 0.1% 141
2024
Q3 		$442K Buy
+3,080
New +$392K 0.14% 113

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 $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

Centurion Wealth Management's PHM Position: Q2 2025 in Review

Centurion Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3,055 shares — an estimated $333K sold.

Centurion Wealth Management first reported a position in PHM in Q3 2024 and held it in 3 quarters. The position peaked at $442K in Q3 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Centurion Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Centurion Wealth Management sold 3,055 Pultegroup shares in Q2 2025, an estimated $333K.
  • Centurion Wealth Management first reported a position in Pultegroup in Q3 2024 and held it in 3 quarters.
  • Centurion Wealth Management's Pultegroup position peaked at $442K in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Centurion Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.