Clearstead Advisors’s Pultegroup PHM Stock Holding History

Clearstead 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
2026 Q1	$1.91M	Buy	16,237 +13,878	+588%	+$1.78M	0.02%	376
2025 Q4	$277K	Buy	2,359 +388	+20%	+$47.6K	﹤0.01%	840
2025 Q3	$260K	Buy	1,971 +10	+0.5%	+$1.24K	﹤0.01%	822
2025 Q2	$207K	Buy	+1,961	New	+$198K	﹤0.01%	888
2025 Q1	–	Sell	-822	Closed	-$89.5K	–	2287
2024 Q4	$89.5K	Sell	822 -111	-12%	-$14.4K	﹤0.01%	1047
2024 Q3	$134K	Sell	933 -410	-31%	-$52.1K	﹤0.01%	959
2024 Q2	$148K	Buy	+1,343	New	+$152K	﹤0.01%	911
2022 Q3	–	Sell	-124	Closed	-$5K	–	1334
2022 Q2	$5K	Sell	124 -165	-57%	-$6.95K	﹤0.01%	1006
2022 Q1	$12K	Buy	289 +230	+390%	+$11.4K	﹤0.01%	965
2021 Q4	$3K	Hold	59	–	–	﹤0.01%	1071
2021 Q3	$3K	Sell	59 -128	-68%	-$6.65K	﹤0.01%	1092
2021 Q2	$10K	Sell	187 -92	-33%	-$5.14K	﹤0.01%	801
2021 Q1	$15K	Buy	279 +49	+21%	+$2.29K	﹤0.01%	723
2020 Q4	$10K	Hold	230	–	–	﹤0.01%	722
2020 Q3	$11K	Hold	230	–	–	﹤0.01%	656
2020 Q2	$8K	Hold	230	–	–	﹤0.01%	623
2020 Q1	$5K	Buy	+230	New	+$8.88K	﹤0.01%	649

Other funds holding PHM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return