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Financial Consulate’s Pultegroup PHM Stock Holding History

Financial Consulate’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 		$6.7K Buy
57
+22
+63% +$2.82K ﹤0.01% 732
2025
Q4 		$4.11K Sell
35
-10
-22% -$1.23K ﹤0.01% 771
2025
Q3 		$5.95K Buy
+45
New +$5.59K ﹤0.01% 625

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 $6.07B AUM 11.2% 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

Financial Consulate's PHM Position: Q1 2026 in Review

Financial Consulate increased its Pultegroup (PHM) stake by 63% in Q1 2026, buying an estimated $2.82K and bringing the position to 57 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Financial Consulate first reported a position in PHM in Q3 2025 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Financial Consulate held 57 shares of Pultegroup worth $6.7K as of Q1 2026.
  • Financial Consulate bought 22 Pultegroup shares in Q1 2026, an estimated $2.82K.
  • Pultegroup made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #732 holding.
  • Financial Consulate first reported a position in Pultegroup in Q3 2025 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.