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
2017 Q2	–	Sell	-2,500	Closed	-$1K	–	4769
2017 Q1	$1K	Buy	+2,500	New	+$53.9K	﹤0.01%	4486

Other funds holding PHM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.