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IAG Wealth Partners’s Pultegroup PHM Stock Holding History

IAG Wealth Partners’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 		$2.31K Hold
20
– – ﹤0.01% 465
2025
Q4 		$2.3K Hold
20
– – ﹤0.01% 445
2025
Q3 		$2.59K Hold
20
– – ﹤0.01% 459
2025
Q2 		$2.07K Sell
20
-36
-64% -$3.63K ﹤0.01% 439
2025
Q1 		$5.76K Hold
56
– – ﹤0.01% 389
2024
Q4 		$6.1K Hold
56
– – ﹤0.01% 408
2024
Q3 		$8.04K Hold
56
– – ﹤0.01% 369
2024
Q2 		$6.17K Buy
+56
New +$6.36K ﹤0.01% 380
2020
Q3 		– Sell
-35
Closed -$2K – 417
2020
Q2 		$2K Hold
35
– – ﹤0.01% 365
2020
Q1 		$1K Hold
35
– – ﹤0.01% 399
2019
Q4 		$2K Buy
+35
New +$1.36K ﹤0.01% 387

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

IAG Wealth Partners's PHM Position: Q1 2026 in Review

IAG Wealth Partners held its Pultegroup (PHM) position steady in Q1 2026 at 20 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

IAG Wealth Partners first reported a position in PHM in Q4 2019 and has held it in 11 quarters since. The position peaked at $8.04K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • IAG Wealth Partners held 20 shares of Pultegroup worth $2.31K as of Q1 2026.
  • IAG Wealth Partners left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #465 holding.
  • IAG Wealth Partners first reported a position in Pultegroup in Q4 2019 and has held it in 11 quarters since.
  • IAG Wealth Partners's Pultegroup position peaked at $8.04K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.