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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Pultegroup PHM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2026
Q1 		– Sell
-24
Closed -$2.81K – 557
2025
Q4 		$2.81K Buy
24
+10
+71% +$1.23K ﹤0.01% 462
2025
Q3 		$1.85K Buy
+14
New +$1.74K ﹤0.01% 487

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PHM Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 24 shares — an estimated $2.81K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PHM in Q3 2025 and held it in 2 quarters. The position peaked at $2.81K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 24 Pultegroup shares in Q1 2026, an estimated $2.81K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Pultegroup in Q3 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Pultegroup position peaked at $2.81K in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.