Greenline Wealth Management’s Pultegroup PHM Stock Holding History

Greenline Wealth 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
2026 Q1	–	Sell	-6	Closed	-$704	–	387
2025 Q4	$704	Buy	+6	New	+$736	﹤0.01%	541

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenline Wealth Management's PHM Position: Q1 2026 in Review

Greenline Wealth Management sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 6 shares — an estimated $704 sold.

Greenline Wealth Management first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $704 in Q4 2025. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Greenline Wealth Management reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 6 Pultegroup shares in Q1 2026, an estimated $704.
Greenline Wealth Management first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Pultegroup position peaked at $704 in Q4 2025.
1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.