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Coastline Trust’s Pultegroup PHM Stock Holding History

Coastline Trust’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
Q3 		– Sell
-381
Closed -$40.2K – 402
2025
Q2 		$40.2K Sell
381
-9,922
-96% -$1,000K ﹤0.01% 281
2025
Q1 		$1.06M Buy
10,303
+706
+7% +$76.3K 0.13% 118
2024
Q4 		$1.05M Sell
9,597
-4,588
-32% -$596K 0.12% 127
2024
Q3 		$2.04M Buy
14,185
+504
+4% +$64.1K 0.24% 90
2024
Q2 		$1.51M Buy
+13,681
New +$1.55M 0.18% 111
2022
Q1 		– Sell
-6,475
Closed -$370K – 332
2021
Q4 		$370K Buy
+6,475
New +$332K 0.04% 270

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coastline Trust's PHM Position: Q3 2025 in Review

Coastline Trust sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 381 shares — an estimated $40.2K sold.

Coastline Trust first reported a position in PHM in Q4 2021 and held it in 6 quarters. The position peaked at $2.04M in Q3 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Coastline Trust reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Coastline Trust sold 381 Pultegroup shares in Q3 2025, an estimated $40.2K.
  • Coastline Trust first reported a position in Pultegroup in Q4 2021 and held it in 6 quarters.
  • Coastline Trust's Pultegroup position peaked at $2.04M in Q3 2024.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Coastline Trust's 13F filing for Q3 2025, filed 21 Oct 2025.