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Focus Partners Advisor Solutions’s Pultegroup PHM Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		– Sell
-3,027
Closed -$330K – 1020
2024
Q4 		$330K Buy
3,027
+702
+30% +$91.1K 0.01% 580
2024
Q3 		$334K Sell
2,325
-166
-7% -$21.1K 0.01% 536
2024
Q2 		$274K Buy
+2,491
New +$283K 0.01% 511

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's PHM Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,027 shares — an estimated $330K sold.

Focus Partners Advisor Solutions first reported a position in PHM in Q2 2024 and held it in 3 quarters. The position peaked at $334K in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Focus Partners Advisor Solutions reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,027 Pultegroup shares in Q1 2025, an estimated $330K.
  • Focus Partners Advisor Solutions first reported a position in Pultegroup in Q2 2024 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's Pultegroup position peaked at $334K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.