Focus Partners Wealth
PHM icon

Focus Partners Wealth’s Pultegroup PHM Stock Holding History

Focus Partners Wealth’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 		$10.1M Buy
85,221
+1,867
+2% +$239K 0.01% 716
2025
Q4 		$9.78M Buy
83,354
+70,149
+531% +$8.6M 0.01% 701
2025
Q3 		$1.74M Sell
13,205
-615
-4% -$76.4K ﹤0.01% 1072
2025
Q2 		$1.46M Buy
13,820
+1,303
+10% +$131K ﹤0.01% 996
2025
Q1 		$1.29M Buy
12,517
+2,114
+20% +$228K ﹤0.01% 982
2024
Q4 		$1.13M Buy
10,403
+841
+9% +$109K ﹤0.01% 1016
2024
Q3 		$1.37M Sell
9,562
-2,404
-20% -$306K ﹤0.01% 868
2024
Q2 		$1.32M Buy
+11,966
New +$1.36M ﹤0.01% 737

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Focus Partners Wealth's PHM Position: Q1 2026 in Review

Focus Partners Wealth increased its Pultegroup (PHM) stake by 2.2% in Q1 2026, buying an estimated $239K and bringing the position to 85,221 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #716.

Focus Partners Wealth first reported a position in PHM in Q2 2024 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Focus Partners Wealth held 85,221 shares of Pultegroup worth $10.1M as of Q1 2026.
  • Focus Partners Wealth bought 1,867 Pultegroup shares in Q1 2026, an estimated $239K.
  • Pultegroup made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #716 holding.
  • Focus Partners Wealth first reported a position in Pultegroup in Q2 2024 and has held it in 8 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.