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Inlet Private Wealth’s Pultegroup PHM Stock Holding History

Inlet Private Wealth’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 		$1.79M Buy
15,242
+1,500
+11% +$192K 0.46% 65
2025
Q4 		$1.61M Sell
13,742
-1,455
-10% -$178K 0.37% 69
2025
Q3 		$2.01M Buy
15,197
+2
+0% +$248 0.45% 65
2025
Q2 		$1.6M Buy
15,195
+60
+0.4% +$6.04K 0.39% 70
2025
Q1 		$1.56M Buy
15,135
+385
+3% +$41.6K 0.4% 71
2024
Q4 		$1.61M Buy
14,750
+3,450
+31% +$448K 0.42% 71
2024
Q3 		$1.62M Hold
11,300
– – 0.41% 73
2024
Q2 		$1.24M Buy
11,300
+200
+2% +$22.7K 0.34% 74
2024
Q1 		$1.34M Sell
11,100
-50
-0.4% -$5.37K 0.37% 70
2023
Q4 		$1.15M Sell
11,150
-1,000
-8% -$85K 0.35% 71
2023
Q3 		$900K Sell
12,150
-150
-1% -$12K 0.3% 76
2023
Q2 		$955K Hold
12,300
– – 0.24% 78
2023
Q1 		$717K Sell
12,300
-500
-4% -$27K 0.19% 85
2022
Q4 		$583K Sell
12,800
-36,913
-74% -$1.56M 0.15% 90
2022
Q3 		$1.86M Sell
49,713
-4,300
-8% -$181K 0.56% 55
2022
Q2 		$2.14M Hold
54,013
– – 0.61% 52
2022
Q1 		$2.26M Hold
54,013
– – 0.57% 58
2021
Q4 		$3.09M Buy
54,013
+1,000
+2% +$51.3K 0.75% 46
2021
Q3 		$2.43M Sell
53,013
-594
-1% -$30.9K 0.65% 53
2021
Q2 		$2.92M Buy
53,607
+1,507
+3% +$84.3K 0.77% 50
2021
Q1 		$2.73M Buy
+52,100
New +$2.43M 0.78% 50

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

Inlet Private Wealth's PHM Position: Q1 2026 in Review

Inlet Private Wealth increased its Pultegroup (PHM) stake by 11% in Q1 2026, buying an estimated $192K and bringing the position to 15,242 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #65.

Inlet Private Wealth first reported a position in PHM in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.09M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Inlet Private Wealth held 15,242 shares of Pultegroup worth $1.79M as of Q1 2026.
  • Inlet Private Wealth bought 1,500 Pultegroup shares in Q1 2026, an estimated $192K.
  • Pultegroup made up 0.46% of Inlet Private Wealth's portfolio in Q1 2026, its #65 holding.
  • Inlet Private Wealth first reported a position in Pultegroup in Q1 2021 and has held it in 21 quarters since.
  • Inlet Private Wealth's Pultegroup position peaked at $3.09M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.