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Global Financial Private Client’s Pultegroup PHM Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-86
Closed -$8.84K – 1218
2025
Q1 		$8.84K Sell
86
-6,704
-99% -$724K ﹤0.01% 599
2024
Q4 		$739K Buy
6,790
+2,080
+44% +$270K 0.28% 98
2024
Q3 		$676K Buy
4,710
+86
+2% +$10.9K 0.26% 102
2024
Q2 		$509K Buy
+4,624
New +$525K 0.21% 116

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Financial Private Client's PHM Position: Q2 2025 in Review

Global Financial Private Client sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 86 shares — an estimated $8.84K sold.

Global Financial Private Client first reported a position in PHM in Q2 2024 and held it in 4 quarters. The position peaked at $739K in Q4 2024. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Global Financial Private Client reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 86 Pultegroup shares in Q2 2025, an estimated $8.84K.
  • Global Financial Private Client first reported a position in Pultegroup in Q2 2024 and held it in 4 quarters.
  • Global Financial Private Client's Pultegroup position peaked at $739K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.