Creative Planning
PHM icon

Creative Planning’s Pultegroup PHM Stock Holding History

Creative Planning’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
2024
Q3 		– Sell
-500
Closed -$10.8K – 3282
2024
Q2 		$10.8K Buy
+500
New +$56.8K ﹤0.01% 3014
2023
Q3 		– Sell
-200
Closed -$2.93K – 3005
2023
Q2 		$2.93K Buy
+200
New +$13.6K ﹤0.01% 2582
2021
Q2 		– Sell
-1,600
Closed -$16K – 2456
2021
Q1 		$16K Hold
1,600
– – ﹤0.01% 2452
2020
Q4 		$8K Buy
+1,600
New +$70.9K ﹤0.01% 2240
2019
Q2 		– Sell
-100
Closed -$1K – 2096
2019
Q1 		$1K Buy
+100
New +$2.73K ﹤0.01% 1965

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
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

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.