Creative Planning’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.57M | Buy |
72,877
+35,774
| +96% | +$4.58M | 0.01% | 798 |
|
|
2025
Q4 | $4.35M | Buy |
37,103
+5,255
| +17% | +$645K | ﹤0.01% | 1104 |
|
|
2025
Q3 | $4.21M | Buy |
31,848
+2,122
| +7% | +$264K | ﹤0.01% | 982 |
|
|
2025
Q2 | $3.13M | Buy |
29,726
+1,899
| +7% | +$191K | ﹤0.01% | 1001 |
|
|
2025
Q1 | $2.86M | Buy |
27,827
+3,414
| +14% | +$369K | ﹤0.01% | 962 |
|
|
2024
Q4 | $2.66M | Buy |
24,413
+774
| +3% | +$100K | ﹤0.01% | 966 |
|
|
2024
Q3 | $3.39M | Buy |
23,639
+1,401
| +6% | +$178K | ﹤0.01% | 802 |
|
|
2024
Q2 | $2.45M | Buy |
22,238
+2,939
| +15% | +$334K | ﹤0.01% | 905 |
|
|
2024
Q1 | $2.33M | Sell |
19,299
-1,355
| -7% | -$145K | ﹤0.01% | 907 |
|
|
2023
Q4 | $2.13M | Sell |
20,654
-1,875
| -8% | -$159K | ﹤0.01% | 896 |
|
|
2023
Q3 | $1.67M | Sell |
22,529
-1,500
| -6% | -$120K | ﹤0.01% | 938 |
|
|
2023
Q2 | $1.87M | Buy |
24,029
+3,538
| +17% | +$240K | ﹤0.01% | 851 |
|
|
2023
Q1 | $1.19M | Buy |
20,491
+2,355
| +13% | +$127K | ﹤0.01% | 987 |
|
|
2022
Q4 | $826K | Buy |
18,136
+3,958
| +28% | +$167K | ﹤0.01% | 1132 |
|
|
2022
Q3 | $532K | Sell |
14,178
-3,010
| -18% | -$127K | ﹤0.01% | 1296 |
|
|
2022
Q2 | $681K | Sell |
17,188
-4,914
| -22% | -$207K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $926K | Sell |
22,102
-1,627
| -7% | -$80.7K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $1.36M | Sell |
23,729
-529
| -2% | -$27.1K | ﹤0.01% | 823 |
|
|
2021
Q3 | $1.11M | Buy |
24,258
+5,509
| +29% | +$286K | ﹤0.01% | 896 |
|
|
2021
Q2 | $1.02M | Sell |
18,749
-18,573
| -50% | -$1.04M | ﹤0.01% | 928 |
|
|
2021
Q1 | $1.96M | Buy |
37,322
+43
| +0.1% | +$2.01K | ﹤0.01% | 735 |
|
|
2020
Q4 | $1.61M | Buy |
37,279
+16,006
| +75% | +$709K | ﹤0.01% | 749 |
|
|
2020
Q3 | $985K | Buy |
21,273
+6,223
| +41% | +$266K | ﹤0.01% | 809 |
|
|
2020
Q2 | $512K | Sell |
15,050
-2,126
| -12% | -$63.8K | ﹤0.01% | 1018 |
|
|
2020
Q1 | $383K | Sell |
17,176
-1,399
| -8% | -$54K | ﹤0.01% | 1076 |
|
|
2019
Q4 | $721K | Sell |
18,575
-372
| -2% | -$14.5K | ﹤0.01% | 938 |
|
|
2019
Q3 | $693K | Sell |
18,947
-3,434
| -15% | -$114K | ﹤0.01% | 910 |
|
|
2019
Q2 | $708K | Sell |
22,381
-414
| -2% | -$12.9K | ﹤0.01% | 902 |
|
|
2019
Q1 | $637K | Buy |
22,795
+2,009
| +10% | +$54.7K | ﹤0.01% | 918 |
|
|
2018
Q4 | $540K | Buy |
20,786
+2,769
| +15% | +$68.5K | ﹤0.01% | 928 |
|
|
2018
Q3 | $446K | Buy |
18,017
+455
| +3% | +$12.9K | ﹤0.01% | 1145 |
|
|
2018
Q2 | $505K | Sell |
17,562
-18,028
| -51% | -$542K | ﹤0.01% | 1068 |
|
|
2018
Q1 | $1.05M | Buy |
35,590
+23,587
| +197% | +$732K | ﹤0.01% | 712 |
|
|
2017
Q4 | $399K | Sell |
12,003
-2,302
| -16% | -$71.5K | ﹤0.01% | 1199 |
|
|
2017
Q3 | $391K | Buy |
14,305
+658
| +5% | +$16.7K | ﹤0.01% | 1168 |
|
|
2017
Q2 | $335K | Sell |
13,647
-4,102
| -23% | -$95.7K | ﹤0.01% | 1223 |
|
|
2017
Q1 | $418K | Sell |
17,749
-1,004
| -5% | -$21.6K | ﹤0.01% | 1090 |
|
|
2016
Q4 | $345K | Sell |
18,753
-3,548
| -16% | -$67.4K | ﹤0.01% | 1120 |
|
|
2016
Q3 | $447K | Buy |
22,301
+11,720
| +111% | +$243K | ﹤0.01% | 953 |
|
|
2016
Q2 | $206K | Buy |
10,581
+4,304
| +69% | +$79.8K | ﹤0.01% | 1241 |
|
|
2016
Q1 | $117K | Sell |
6,277
-325
| -5% | -$5.54K | ﹤0.01% | 1532 |
|
|
2015
Q4 | $118K | Hold |
6,602
| – | – | ﹤0.01% | 1536 |
|
|
2015
Q3 | $125K | Buy |
+6,602
| New | +$134K | ﹤0.01% | 1462 |
|
|
2015
Q2 | – | Sell |
-6,251
| Closed | -$139K | – | 2470 |
|
|
2015
Q1 | $139K | Buy |
6,251
+45
| +0.7% | +$980 | ﹤0.01% | 1388 |
|
|
2014
Q4 | $133K | Hold |
6,206
| – | – | ﹤0.01% | 1386 |
|
|
2014
Q3 | $110K | Buy |
6,206
+166
| +3% | +$3.13K | ﹤0.01% | 1411 |
|
|
2014
Q2 | $122K | Hold |
6,040
| – | – | ﹤0.01% | 1314 |
|
|
2014
Q1 | $116K | Buy |
6,040
+2,700
| +81% | +$53.3K | ﹤0.01% | 1307 |
|
|
2013
Q4 | $68K | Sell |
3,340
-460
| -12% | -$8.16K | ﹤0.01% | 1416 |
|
|
2013
Q3 | $63K | Sell |
3,800
-1,515
| -29% | -$25.8K | ﹤0.01% | 1383 |
|
|
2013
Q2 | $101K | Buy |
+5,315
| New | +$110K | ﹤0.01% | 984 |
|
Other funds holding PHM
VCM
VPM
GA
Creative Planning's PHM Position: Q1 2026 in Review
Creative Planning increased its Pultegroup (PHM) stake by 96% in Q1 2026, buying an estimated $4.58M and bringing the position to 72,877 shares worth $8.57M. The position accounts for 0.01% of the portfolio, ranked #798.
Creative Planning first reported a position in PHM in Q2 2013 and has held it in 51 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- Creative Planning held 72,877 shares of Pultegroup worth $8.57M as of Q1 2026.
- Creative Planning bought 35,774 Pultegroup shares in Q1 2026, an estimated $4.58M.
- Pultegroup made up 0.01% of Creative Planning's portfolio in Q1 2026, its #798 holding.
- Creative Planning first reported a position in Pultegroup in Q2 2013 and has held it in 51 quarters since.
- 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.