Guerra Advisors’s Pultegroup PHM Stock Holding History

Guerra Advisors’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	$1.32K	Buy	+10	New	+$1.24K	﹤0.01%	611

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 $8.66B AUM 17.37% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Guerra Advisors's PHM Position: Q3 2025 in Review

Guerra Advisors opened a new position in Pultegroup (PHM) in Q3 2025: 10 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings.

985 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Guerra Advisors held 10 shares of Pultegroup worth $1.32K as of Q3 2025.
Pultegroup was a new Guerra Advisors position in Q3 2025.
Pultegroup made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #611 holding.
985 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.