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FourThought Financial Partners’s Pultegroup PHM Stock Holding History

FourThought Financial Partners’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
Q4 		– Sell
-1,552
Closed -$205K – 598
2025
Q3 		$205K Buy
+1,552
New +$193K 0.02% 472
2024
Q2 		– Sell
-2,014
Closed -$243K – 289
2024
Q1 		$243K Buy
2,014
+24
+1% +$2.58K 0.03% 282
2023
Q4 		$205K Sell
1,990
-778
-28% -$66.1K 0.03% 306
2023
Q3 		$205K Sell
2,768
-101
-4% -$8.05K 0.03% 294
2023
Q2 		$223K Buy
+2,869
New +$194K 0.03% 302

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FourThought Financial Partners's PHM Position: Q4 2025 in Review

FourThought Financial Partners sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,552 shares — an estimated $205K sold.

FourThought Financial Partners first reported a position in PHM in Q2 2023 and held it in 5 quarters. The position peaked at $243K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • FourThought Financial Partners reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 1,552 Pultegroup shares in Q4 2025, an estimated $205K.
  • FourThought Financial Partners first reported a position in Pultegroup in Q2 2023 and held it in 5 quarters.
  • FourThought Financial Partners's Pultegroup position peaked at $243K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.