FFA
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Fairfield Financial Advisors’s Pultegroup PHM Stock Holding History

Fairfield Financial 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
2025
Q1 		– Sell
-2
Closed -$210 – 157
2024
Q4 		$210 Hold
2
– – ﹤0.01% 258
2024
Q3 		$276 Hold
2
– – ﹤0.01% 286
2024
Q2 		$211 Buy
+2
New +$227 ﹤0.01% 284
2023
Q4 		$197 Hold
2
– – ﹤0.01% 308
2023
Q3 		$141 Hold
2
– – ﹤0.01% 297
2023
Q2 		$148 Hold
2
– – ﹤0.01% 309
2023
Q1 		$108 Hold
2
– – ﹤0.01% 316
2022
Q4 		$86 Hold
2
– – ﹤0.01% 307
2022
Q3 		$71 Hold
2
– – ﹤0.01% 321
2022
Q2 		$74 Hold
2
– – ﹤0.01% 305
2022
Q1 		$78 Buy
+2
New +$99 ﹤0.01% 310

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fairfield Financial Advisors's PHM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2 shares — an estimated $210 sold.

Fairfield Financial Advisors first reported a position in PHM in Q1 2022 and held it in 11 quarters. The position peaked at $276 in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 2 Pultegroup shares in Q1 2025, an estimated $210.
  • Fairfield Financial Advisors first reported a position in Pultegroup in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's Pultegroup position peaked at $276 in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.