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Freedom Investment Management’s Pultegroup PHM Stock Holding History

Freedom Investment 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
Q3 		– Sell
-7,063
Closed -$745K – 525
2025
Q2 		$745K Sell
7,063
-192
-3% -$19.3K 0.06% 328
2025
Q1 		$746K Sell
7,255
-8,879
-55% -$959K 0.06% 315
2024
Q4 		$1.76M Buy
16,134
+1,463
+10% +$190K 0.15% 122
2024
Q3 		$2.11M Sell
14,671
-1,682
-10% -$214K 0.17% 103
2024
Q2 		$1.8M Buy
16,353
+6,250
+62% +$710K 0.15% 127
2024
Q1 		$1.22M Buy
10,103
+152
+2% +$16.3K 0.1% 199
2023
Q4 		$1.03M Sell
9,951
-300
-3% -$25.5K 0.08% 238
2023
Q3 		$759K Buy
10,251
+4,033
+65% +$321K 0.09% 274
2023
Q2 		$483K Buy
6,218
+1,087
+21% +$73.7K 0.05% 404
2023
Q1 		$299K Sell
5,131
-4,164
-45% -$225K 0.03% 553
2022
Q4 		$423K Buy
9,295
+114
+1% +$4.8K 0.05% 479
2022
Q3 		$344K Sell
9,181
-861
-9% -$36.2K 0.04% 531
2022
Q2 		$398K Buy
10,042
+2,343
+30% +$98.7K 0.04% 522
2022
Q1 		$323K Sell
7,699
-15,833
-67% -$786K 0.03% 597
2021
Q4 		$1.34M Sell
23,532
-1,769
-7% -$90.7K 0.1% 269
2021
Q3 		$1.16M Buy
25,301
+5,295
+26% +$275K 0.09% 293
2021
Q2 		$1.09M Sell
20,006
-1,097
-5% -$61.3K 0.08% 301
2021
Q1 		$1.11M Buy
21,103
+4,584
+28% +$214K 0.09% 273
2020
Q4 		$712K Buy
16,519
+2,002
+14% +$88.7K 0.08% 255
2020
Q3 		$672K Sell
14,517
-3,071
-17% -$131K 0.07% 229
2020
Q2 		$599K Sell
17,588
-4,442
-20% -$133K 0.07% 232
2020
Q1 		$1.02M Buy
22,030
+5,449
+33% +$210K 0.09% 194
2019
Q4 		$643K Sell
16,581
-610
-4% -$23.7K 0.06% 287
2019
Q3 		$628K Sell
17,191
-943
-5% -$31.4K 0.05% 305
2019
Q2 		$573K Sell
18,134
-1,046
-5% -$32.6K 0.05% 328
2019
Q1 		$536K Sell
19,180
-28,942
-60% -$789K 0.04% 363
2018
Q4 		$1.25M Buy
48,122
+24,384
+103% +$603K 0.1% 220
2018
Q3 		$665K Buy
23,738
+5,279
+29% +$150K 0.04% 425
2018
Q2 		$531K Buy
+18,459
New +$555K 0.03% 526

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freedom Investment Management's PHM Position: Q3 2025 in Review

Freedom Investment Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 7,063 shares — an estimated $745K sold.

Freedom Investment Management first reported a position in PHM in Q2 2018 and held it in 29 quarters. The position peaked at $2.11M in Q3 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Freedom Investment Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 7,063 Pultegroup shares in Q3 2025, an estimated $745K.
  • Freedom Investment Management first reported a position in Pultegroup in Q2 2018 and held it in 29 quarters.
  • Freedom Investment Management's Pultegroup position peaked at $2.11M in Q3 2024.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.