Concord Asset Management (Virginia)’s Pultegroup PHM Stock Holding History

Concord Asset Management (Virginia)’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	-7,418	Closed	-$750K	–	202
2025 Q1	$750K	Buy	7,418 +2,255	+44%	+$244K	0.17%	106
2024 Q4	$562K	Buy	5,163 +5	+0.1%	+$649	0.12%	103
2024 Q3	$740K	Buy	5,158 +329	+7%	+$41.8K	0.17%	88
2024 Q2	$532K	Buy	4,829 +74	+2%	+$8.4K	0.13%	100
2024 Q1	$574K	Buy	4,755 +2,356	+98%	+$253K	0.15%	97
2023 Q4	$248K	Sell	2,399 -5,220	-69%	-$444K	0.07%	122
2023 Q3	$564K	Buy	7,619 +2,343	+44%	+$187K	0.19%	75
2023 Q2	$410K	Buy	5,276 +866	+20%	+$58.7K	0.14%	82
2023 Q1	$257K	Buy	+4,410	New	+$238K	0.11%	95

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

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

Concord Asset Management (Virginia)'s PHM Position: Q2 2025 in Review

Concord Asset Management (Virginia) sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 7,418 shares — an estimated $750K sold.

Concord Asset Management (Virginia) first reported a position in PHM in Q1 2023 and held it in 9 quarters. The position peaked at $750K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Concord Asset Management (Virginia) reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Concord Asset Management (Virginia) sold 7,418 Pultegroup shares in Q2 2025, an estimated $750K.
Concord Asset Management (Virginia) first reported a position in Pultegroup in Q1 2023 and held it in 9 quarters.
Concord Asset Management (Virginia)'s Pultegroup position peaked at $750K in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2025, filed 25 Jul 2025.