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Elk River Wealth Management’s Pultegroup PHM Stock Holding History

Elk River 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 		$6.93M Sell
58,801
-22,103
-27% -$2.83M 1.15% 25
2025
Q4 		$9.5M Sell
80,904
-1,669
-2% -$205K 1.53% 16
2025
Q3 		$10.9M Sell
82,573
-927
-1% -$115K 1.75% 17
2025
Q2 		$8.82M Sell
83,500
-1,077
-1% -$109K 1.52% 19
2025
Q1 		$8.71M Buy
84,577
+228
+0.3% +$24.6K 1.63% 18
2024
Q4 		$9.2M Sell
84,349
-301
-0.4% -$39.1K 1.67% 16
2024
Q3 		$12.2M Buy
84,650
+1,388
+2% +$176K 2.21% 14
2024
Q2 		$9.18M Buy
83,262
+1,527
+2% +$173K 1.8% 15
2024
Q1 		$9.88M Sell
81,735
-17,569
-18% -$1.89M 2.01% 14
2023
Q4 		$10.3M Sell
99,304
-790
-0.8% -$67.1K 1.97% 14
2023
Q3 		$7.43M Sell
100,094
-86
-0.1% -$6.86K 1.64% 19
2023
Q2 		$7.8M Sell
100,180
-1,822
-2% -$123K 1.67% 16
2023
Q1 		$5.96M Buy
102,002
+2,652
+3% +$143K 1.35% 26
2022
Q4 		$4.54M Buy
99,350
+74
+0.1% +$3.12K 1.1% 32
2022
Q3 		$3.74M Buy
99,276
+4,972
+5% +$209K 0.99% 34
2022
Q2 		$3.75M Sell
94,304
-4,017
-4% -$169K 0.95% 35
2022
Q1 		$4.13M Buy
98,321
+22,714
+30% +$1.13M 0.9% 37
2021
Q4 		$4.33M Buy
75,607
+1,394
+2% +$71.5K 0.98% 33
2021
Q3 		$3.42M Buy
74,213
+3,726
+5% +$194K 0.86% 41
2021
Q2 		$3.86M Buy
70,487
+1,925
+3% +$108K 1% 36
2021
Q1 		$3.6M Buy
68,562
+29,364
+75% +$1.37M 1.03% 35
2020
Q4 		$1.7M Buy
+39,198
New +$1.74M 0.56% 54

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 $8.66B AUM 17.37% 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

Elk River Wealth Management's PHM Position: Q1 2026 in Review

Elk River Wealth Management reduced its Pultegroup (PHM) stake by 27% in Q1 2026, selling an estimated $2.83M and leaving 58,801 shares worth $6.93M. The position accounts for 1.15% of the portfolio, ranked #25.

Elk River Wealth Management first reported a position in PHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.2M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Elk River Wealth Management held 58,801 shares of Pultegroup worth $6.93M as of Q1 2026.
  • Elk River Wealth Management sold 22,103 Pultegroup shares in Q1 2026, an estimated $2.83M.
  • Pultegroup made up 1.15% of Elk River Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Elk River Wealth Management first reported a position in Pultegroup in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's Pultegroup position peaked at $12.2M in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.