EHWM
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Eads & Heald Wealth Management’s Pultegroup PHM Stock Holding History

Eads & Heald Wealth 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
2026
Q1 		$381K Hold
3,242
– – 0.19% 123
2025
Q4 		$380K Hold
3,242
– – 0.18% 122
2025
Q3 		$428K Sell
3,242
-35
-1% -$4.35K 0.2% 117
2025
Q2 		$346K Sell
3,277
-135
-4% -$13.6K 0.17% 121
2025
Q1 		$351K Sell
3,412
-140
-4% -$15.1K 0.18% 119
2024
Q4 		$387K Buy
3,552
+900
+34% +$117K 0.19% 117
2024
Q3 		$381K Sell
2,652
-87
-3% -$11.1K 0.18% 119
2024
Q2 		$302K Buy
2,739
+201
+8% +$22.8K 0.15% 126
2024
Q1 		$306K Buy
2,538
+85
+3% +$9.12K 0.14% 121
2023
Q4 		$253K Buy
+2,453
New +$208K 0.12% 131
2023
Q3 		– Sell
-3,259
Closed -$253K – 145
2023
Q2 		$253K Buy
+3,259
New +$221K 0.12% 130

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

Eads & Heald Wealth Management's PHM Position: Q1 2026 in Review

Eads & Heald Wealth Management held its Pultegroup (PHM) position steady in Q1 2026 at 3,242 shares worth $381K. The position accounts for 0.19% of the portfolio, ranked #123.

Eads & Heald Wealth Management first reported a position in PHM in Q2 2023 and has held it in 11 quarters since. The position peaked at $428K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Eads & Heald Wealth Management held 3,242 shares of Pultegroup worth $381K as of Q1 2026.
  • Eads & Heald Wealth Management left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.19% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Eads & Heald Wealth Management first reported a position in Pultegroup in Q2 2023 and has held it in 11 quarters since.
  • Eads & Heald Wealth Management's Pultegroup position peaked at $428K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.