GoalVest Advisory’s Pultegroup PHM Stock Holding History

GoalVest Advisory’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	-3	Closed	-$308	–	494
2025 Q1	$308	Buy	+3	New	+$324	﹤0.01%	405
2022 Q2	–	Sell	-5	Closed	–	–	481
2022 Q1	$0	Buy	+5	New	+$248	﹤0.01%	473

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GoalVest Advisory's PHM Position: Q2 2025 in Review

GoalVest Advisory sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3 shares — an estimated $308 sold.

GoalVest Advisory first reported a position in PHM in Q1 2022 and held it in 2 quarters. The position peaked at $308 in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

GoalVest Advisory reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Pultegroup shares in Q2 2025, an estimated $308.
GoalVest Advisory first reported a position in Pultegroup in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Pultegroup position peaked at $308 in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.