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Guardian Wealth Advisors (North Carolina)’s Pultegroup PHM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$247K Sell
2,102
-56
-3% -$7.17K 0.02% 314
2025
Q4 		$253K Buy
2,158
+42
+2% +$5.15K 0.02% 319
2025
Q3 		$280K Sell
2,116
-18
-0.8% -$2.24K 0.02% 297
2025
Q2 		$225K Buy
2,134
+7
+0.3% +$705 0.02% 313
2025
Q1 		$219K Buy
2,127
+24
+1% +$2.59K 0.02% 294
2024
Q4 		$229K Buy
2,103
+530
+34% +$68.8K 0.02% 296
2024
Q3 		$226K Buy
+1,573
New +$200K 0.02% 251
2023
Q2 		– Sell
-3,838
Closed -$225K – 430
2023
Q1 		$225K Sell
3,838
-16,936
-82% -$915K 0.04% 202
2022
Q4 		$949K Buy
20,774
+442
+2% +$18.6K 0.18% 71
2022
Q3 		$766K Buy
20,332
+1,254
+7% +$52.7K 0.14% 79
2022
Q2 		$759K Buy
+19,078
New +$804K 0.14% 80

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PHM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Pultegroup (PHM) stake by 2.6% in Q1 2026, selling an estimated $7.17K and leaving 2,102 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #314.

Guardian Wealth Advisors (North Carolina) first reported a position in PHM in Q2 2022 and has held it in 11 quarters since. The position peaked at $949K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,102 shares of Pultegroup worth $247K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 56 Pultegroup shares in Q1 2026, an estimated $7.17K.
  • Pultegroup made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #314 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pultegroup in Q2 2022 and has held it in 11 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Pultegroup position peaked at $949K in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.