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Flaharty Asset Management’s Pultegroup PHM Stock Holding History

Flaharty Asset Management’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
-22
Closed -$2.26K – 387
2025
Q1 		$2.26K Buy
+22
New +$2.38K ﹤0.01% 438
2024
Q4 		– Sell
-5
Closed -$718 – 340
2024
Q3 		$718 Buy
+5
New +$636 ﹤0.01% 427
2023
Q4 		– Sell
-5
Closed -$370 – 354
2023
Q3 		$370 Buy
+5
New +$399 ﹤0.01% 458

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 $3.38T AUM 44.17% 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

Flaharty Asset Management's PHM Position: Q2 2025 in Review

Flaharty Asset Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 22 shares — an estimated $2.26K sold.

Flaharty Asset Management first reported a position in PHM in Q3 2023 and held it in 3 quarters. The position peaked at $2.26K in Q1 2025. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Flaharty Asset Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 22 Pultegroup shares in Q2 2025, an estimated $2.26K.
  • Flaharty Asset Management first reported a position in Pultegroup in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Pultegroup position peaked at $2.26K in Q1 2025.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.