Challenger Wealth Management’s Pultegroup PHM Stock Holding History

Challenger 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 Q1	–	Sell	-6,533	Closed	-$711K	–	122
2024 Q4	$711K	Buy	+6,533	New	+$848K	0.61%	39

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Challenger Wealth Management's PHM Position: Q1 2025 in Review

Challenger Wealth Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 6,533 shares — an estimated $711K sold.

Challenger Wealth Management first reported a position in PHM in Q4 2024 and held it in 1 quarter. The position peaked at $711K in Q4 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Challenger Wealth Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Challenger Wealth Management sold 6,533 Pultegroup shares in Q1 2025, an estimated $711K.
Challenger Wealth Management first reported a position in Pultegroup in Q4 2024 and held it in 1 quarter.
Challenger Wealth Management's Pultegroup position peaked at $711K in Q4 2024.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Challenger Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.