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Duncan Williams Asset Management’s Pultegroup PHM Stock Holding History

Duncan Williams Asset 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
Q4 		– Sell
-5,667
Closed -$749K – 179
2025
Q3 		$749K Sell
5,667
-3,135
-36% -$389K 0.21% 76
2025
Q2 		$928K Buy
8,802
+942
+12% +$94.9K 0.29% 55
2025
Q1 		$808K Buy
7,860
+923
+13% +$99.7K 0.29% 62
2024
Q4 		$755K Sell
6,937
-292
-4% -$37.9K 0.3% 60
2024
Q3 		$1.04M Buy
7,229
+50
+0.7% +$6.36K 0.57% 32
2024
Q2 		$790K Buy
7,179
+621
+9% +$70.5K 0.67% 26
2024
Q1 		$791K Buy
+6,558
New +$704K 0.71% 26

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Duncan Williams Asset Management's PHM Position: Q4 2025 in Review

Duncan Williams Asset Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 5,667 shares — an estimated $749K sold.

Duncan Williams Asset Management first reported a position in PHM in Q1 2024 and held it in 7 quarters. The position peaked at $1.04M in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Duncan Williams Asset Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Duncan Williams Asset Management sold 5,667 Pultegroup shares in Q4 2025, an estimated $749K.
  • Duncan Williams Asset Management first reported a position in Pultegroup in Q1 2024 and held it in 7 quarters.
  • Duncan Williams Asset Management's Pultegroup position peaked at $1.04M in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Duncan Williams Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.