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FDx Advisors’s Pultegroup PHM Stock Holding History

FDx 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
Q4 		– Sell
-1,679
Closed -$201K – 147
2025
Q3 		$201K Buy
+1,679
New +$209K 0.06% 179
2024
Q4 		– Sell
-2,171
Closed -$312K – 201
2024
Q3 		$312K Sell
2,171
-627
-22% -$79.7K 0.09% 144
2024
Q2 		$308K Sell
2,798
-805
-22% -$91.4K 0.09% 139
2024
Q1 		$435K Sell
3,603
-1,342
-27% -$144K 0.07% 222
2023
Q4 		$510K Sell
4,945
-241
-5% -$20.5K 0.04% 390
2023
Q3 		$384K Buy
+5,186
New +$413K 0.03% 412
2022
Q4 		– Sell
-6,447
Closed -$242K – 784
2022
Q3 		$242K Sell
6,447
-109
-2% -$4.58K 0.01% 625
2022
Q2 		$260K Buy
+6,556
New +$276K 0.01% 681
2017
Q2 		– Sell
-13,908
Closed -$328K – 1230
2017
Q1 		$328K Sell
13,908
-6,943
-33% -$150K 0.01% 950
2016
Q4 		$383K Sell
20,851
-11,436
-35% -$217K 0.01% 870
2016
Q3 		$647K Sell
32,287
-1,732
-5% -$35.9K 0.03% 535
2016
Q2 		$663K Buy
34,019
+8,160
+32% +$151K 0.03% 494
2016
Q1 		$484K Buy
+25,859
New +$441K 0.02% 585

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FDx Advisors's PHM Position: Q4 2025 in Review

FDx Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,679 shares — an estimated $201K sold.

FDx Advisors first reported a position in PHM in Q1 2016 and held it in 13 quarters. The position peaked at $663K in Q2 2016. 1,030 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • FDx Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • FDx Advisors sold 1,679 Pultegroup shares in Q4 2025, an estimated $201K.
  • FDx Advisors first reported a position in Pultegroup in Q1 2016 and held it in 13 quarters.
  • FDx Advisors's Pultegroup position peaked at $663K in Q2 2016.
  • 1,030 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on FDx Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.