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Exencial Wealth Advisors’s Pultegroup PHM Stock Holding History

Exencial Wealth Advisors’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 		$318K Buy
2,706
+40
+2% +$5.12K 0.01% 469
2025
Q4 		$313K Buy
2,666
+18
+0.7% +$2.21K 0.01% 460
2025
Q3 		$350K Buy
2,648
+203
+8% +$25.2K 0.01% 430
2025
Q2 		$258K Sell
2,445
-57
-2% -$5.74K 0.01% 451
2025
Q1 		$257K Buy
2,502
+70
+3% +$7.56K 0.01% 444
2024
Q4 		$265K Sell
2,432
-129
-5% -$16.7K 0.01% 447
2024
Q3 		$368K Sell
2,561
-19
-0.7% -$2.42K 0.01% 410
2024
Q2 		$284K Sell
2,580
-95
-4% -$10.8K 0.01% 433
2024
Q1 		$323K Sell
2,675
-62
-2% -$6.65K 0.01% 425
2023
Q4 		$283K Buy
+2,737
New +$233K 0.01% 427

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Exencial Wealth Advisors's PHM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Pultegroup (PHM) stake by 1.5% in Q1 2026, buying an estimated $5.12K and bringing the position to 2,706 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #469.

Exencial Wealth Advisors first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Exencial Wealth Advisors held 2,706 shares of Pultegroup worth $318K as of Q1 2026.
  • Exencial Wealth Advisors bought 40 Pultegroup shares in Q1 2026, an estimated $5.12K.
  • Pultegroup made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #469 holding.
  • Exencial Wealth Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Exencial Wealth Advisors's Pultegroup position peaked at $368K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.