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Integrated Investment Consultants’s Pultegroup PHM Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-2,127
Closed -$219K – 356
2025
Q1 		$219K Hold
2,127
– – 0.04% 297
2024
Q4 		$232K Sell
2,127
-25
-1% -$3.25K 0.05% 272
2024
Q3 		$309K Sell
2,152
-4
-0.2% -$509 0.07% 232
2024
Q2 		$260K Hold
2,156
– – 0.07% 215
2024
Q1 		$260K Buy
+2,156
New +$231K 0.07% 215
2017
Q3 		$7K Hold
250
– – ﹤0.01% 542
2017
Q2 		$6K Sell
250
-250
-50% -$5.83K ﹤0.01% 531
2017
Q1 		$12K Buy
+500
New +$10.8K 0.01% 500

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrated Investment Consultants's PHM Position: Q2 2025 in Review

Integrated Investment Consultants sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,127 shares — an estimated $219K sold.

Integrated Investment Consultants first reported a position in PHM in Q1 2017 and held it in 8 quarters. The position peaked at $309K in Q3 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Integrated Investment Consultants reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 2,127 Pultegroup shares in Q2 2025, an estimated $219K.
  • Integrated Investment Consultants first reported a position in Pultegroup in Q1 2017 and held it in 8 quarters.
  • Integrated Investment Consultants's Pultegroup position peaked at $309K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.