Heartwood Wealth Advisors’s Pultegroup PHM Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-6	Closed	-$793	–	492
2025 Q3	$793	Buy	+6	New	+$745	﹤0.01%	566

Other funds holding PHM

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's PHM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 6 shares — an estimated $793 sold.

Heartwood Wealth Advisors first reported a position in PHM in Q3 2025 and held it in 1 quarter. The position peaked at $793 in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 6 Pultegroup shares in Q4 2025, an estimated $793.
Heartwood Wealth Advisors first reported a position in Pultegroup in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Pultegroup position peaked at $793 in Q3 2025.
1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.