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Financial Counselors Inc’s Pultegroup PHM Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-3,352
Closed -$345K – 400
2025
Q1 		$345K Sell
3,352
-100
-3% -$10.8K 0.01% 473
2024
Q4 		$376K Sell
3,452
-287
-8% -$37.3K 0.01% 457
2024
Q3 		$537K Sell
3,739
-185
-5% -$23.5K 0.01% 417
2024
Q2 		$432K Sell
3,924
-143
-4% -$16.2K 0.01% 429
2024
Q1 		$491K Sell
4,067
-50
-1% -$5.37K 0.01% 421
2023
Q4 		$425K Sell
4,117
-1,094
-21% -$93K 0.01% 431
2023
Q3 		$386K Buy
5,211
+94
+2% +$7.49K 0.01% 427
2023
Q2 		$397K Hold
5,117
– – 0.01% 393
2023
Q1 		$298K Hold
5,117
– – 0.01% 427
2022
Q4 		$233K Buy
+5,117
New +$216K 0.01% 462
2022
Q3 		– Sell
-7,059
Closed -$280K – 502
2022
Q2 		$280K Buy
7,059
+1,985
+39% +$83.6K 0.01% 430
2022
Q1 		$213K Sell
5,074
-43
-0.8% -$2.13K ﹤0.01% 483
2021
Q4 		$292K Hold
5,117
– – 0.01% 432
2021
Q3 		$235K Sell
5,117
-500
-9% -$26K 0.01% 495
2021
Q2 		$307K Hold
5,617
– – 0.01% 447
2021
Q1 		$295K Sell
5,617
-2,457
-30% -$115K 0.01% 442
2020
Q4 		$348K Buy
8,074
+274
+4% +$12.1K 0.01% 411
2020
Q3 		$361K Sell
7,800
-5,700
-42% -$244K 0.01% 376
2020
Q2 		$459K Sell
13,500
-1,300
-9% -$39K 0.01% 370
2020
Q1 		$330K Hold
14,800
– – 0.01% 350
2019
Q4 		$574K Buy
14,800
+1,300
+10% +$50.5K 0.02% 334
2019
Q3 		$493K Buy
+13,500
New +$449K 0.02% 348

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 $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Counselors Inc's PHM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3,352 shares — an estimated $345K sold.

Financial Counselors Inc first reported a position in PHM in Q3 2019 and held it in 22 quarters. The position peaked at $574K in Q4 2019. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Financial Counselors Inc reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,352 Pultegroup shares in Q2 2025, an estimated $345K.
  • Financial Counselors Inc first reported a position in Pultegroup in Q3 2019 and held it in 22 quarters.
  • Financial Counselors Inc's Pultegroup position peaked at $574K in Q4 2019.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.