Financially Speaking’s Pultegroup PHM Stock Holding History

Financially Speaking’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	-122	Closed	-$12.5K	–	170
2025 Q1	$12.5K	Hold	122	–	–	0.01%	40
2024 Q4	$13.3K	Buy	+122	New	+$15.8K	0.01%	92

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Financially Speaking's PHM Position: Q2 2025 in Review

Financially Speaking sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 122 shares — an estimated $12.5K sold.

Financially Speaking first reported a position in PHM in Q4 2024 and held it in 2 quarters. The position peaked at $13.3K in Q4 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Financially Speaking reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Financially Speaking sold 122 Pultegroup shares in Q2 2025, an estimated $12.5K.
Financially Speaking first reported a position in Pultegroup in Q4 2024 and held it in 2 quarters.
Financially Speaking's Pultegroup position peaked at $13.3K in Q4 2024.
947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Financially Speaking's 13F filing for Q2 2025, filed 7 Aug 2025.