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CreativeOne Wealth’s Pultegroup PHM Stock Holding History

CreativeOne Wealth’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
2026
Q1 		$1.62M Sell
13,755
-1,006
-7% -$129K 0.04% 412
2025
Q4 		$1.73M Buy
14,761
+2,314
+19% +$284K 0.04% 364
2025
Q3 		$1.64M Sell
12,447
-7,087
-36% -$880K 0.04% 386
2025
Q2 		$2.06M Buy
19,534
+15,005
+331% +$1.51M 0.05% 341
2025
Q1 		$466K Buy
4,529
+294
+7% +$31.8K 0.01% 709
2024
Q4 		$461K Sell
4,235
-1,549
-27% -$201K 0.01% 716
2024
Q3 		$830K Buy
5,784
+1,384
+31% +$176K 0.03% 488
2024
Q2 		$484K Sell
4,400
-49
-1% -$5.56K 0.02% 481
2024
Q1 		$536K Buy
4,449
+222
+5% +$23.8K 0.02% 554
2023
Q4 		$437K Buy
4,227
+1,016
+32% +$86.3K 0.03% 401
2023
Q3 		$238K Buy
3,211
+17
+0.5% +$1.35K 0.02% 493
2023
Q2 		$248K Buy
+3,194
New +$216K 0.01% 704

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

CreativeOne Wealth's PHM Position: Q1 2026 in Review

CreativeOne Wealth reduced its Pultegroup (PHM) stake by 6.8% in Q1 2026, selling an estimated $129K and leaving 13,755 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #412.

CreativeOne Wealth first reported a position in PHM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q2 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • CreativeOne Wealth held 13,755 shares of Pultegroup worth $1.62M as of Q1 2026.
  • CreativeOne Wealth sold 1,006 Pultegroup shares in Q1 2026, an estimated $129K.
  • Pultegroup made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #412 holding.
  • CreativeOne Wealth first reported a position in Pultegroup in Q2 2023 and has held it in 12 quarters since.
  • CreativeOne Wealth's Pultegroup position peaked at $2.06M in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.