Cranbrook Wealth Management’s Pultegroup PHM Stock Holding History

Cranbrook 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	-43	Closed	-$4.42K	–	438
2025 Q1	$4.42K	Buy	+43	New	+$4.64K	﹤0.01%	331

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

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

Cranbrook Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 43 shares — an estimated $4.42K sold.

Cranbrook Wealth Management first reported a position in PHM in Q1 2025 and held it in 1 quarter. The position peaked at $4.42K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Cranbrook Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 43 Pultegroup shares in Q2 2025, an estimated $4.42K.
Cranbrook Wealth Management first reported a position in Pultegroup in Q1 2025 and held it in 1 quarter.
Cranbrook Wealth Management's Pultegroup position peaked at $4.42K in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.