Fiduciary Family Office’s Pultegroup PHM Stock Holding History

Fiduciary Family Office’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	$1.03M	Buy	8,723 +1,202	+16%	+$154K	0.29%	69
2025 Q4	$882K	Buy	7,521 +201	+3%	+$24.7K	0.25%	73
2025 Q3	$967K	Buy	7,320 +1,388	+23%	+$172K	0.28%	72
2025 Q2	$626K	Sell	5,932 -4,076	-41%	-$411K	0.2%	100
2025 Q1	$1.03M	Buy	+10,008	New	+$1.08M	0.34%	61
2024 Q4	–	Sell	-6,728	Closed	-$966K	–	204
2024 Q3	$966K	Sell	6,728 -252	-4%	-$32K	0.32%	67
2024 Q2	$768K	Buy	6,980 +71	+1%	+$8.06K	0.3%	84
2024 Q1	$833K	Buy	6,909 +1,923	+39%	+$206K	0.33%	89
2023 Q4	$515K	Buy	+4,986	New	+$424K	0.23%	111

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fiduciary Family Office's PHM Position: Q1 2026 in Review

Fiduciary Family Office increased its Pultegroup (PHM) stake by 16% in Q1 2026, buying an estimated $154K and bringing the position to 8,723 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #69.

Fiduciary Family Office first reported a position in PHM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Fiduciary Family Office held 8,723 shares of Pultegroup worth $1.03M as of Q1 2026.
Fiduciary Family Office bought 1,202 Pultegroup shares in Q1 2026, an estimated $154K.
Pultegroup made up 0.29% of Fiduciary Family Office's portfolio in Q1 2026, its #69 holding.
Fiduciary Family Office first reported a position in Pultegroup in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Pultegroup position peaked at $1.03M in Q1 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.