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Hemington Wealth Management’s Pultegroup PHM Stock Holding History

Hemington 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
2025
Q3 		$237K Buy
1,796
+45
+3% +$5.59K 0.03% 124
2025
Q2 		$184K Sell
1,751
-27
-2% -$2.72K 0.03% 142
2025
Q1 		$182K Buy
1,778
+40
+2% +$4.32K 0.03% 135
2024
Q4 		$189K Buy
1,738
+32
+2% +$4.16K 0.05% 123
2024
Q3 		$220K Buy
+1,706
New +$217K 0.06% 113

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hemington Wealth Management's PHM Position: Q3 2025 in Review

Hemington Wealth Management increased its Pultegroup (PHM) stake by 2.6% in Q3 2025, buying an estimated $5.59K and bringing the position to 1,796 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #124.

Hemington Wealth Management first reported a position in PHM in Q3 2024 and has held it in 5 quarters since. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Hemington Wealth Management held 1,796 shares of Pultegroup worth $237K as of Q3 2025.
  • Hemington Wealth Management bought 45 Pultegroup shares in Q3 2025, an estimated $5.59K.
  • Pultegroup made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Hemington Wealth Management first reported a position in Pultegroup in Q3 2024 and has held it in 5 quarters since.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.