Integrated Wealth Concepts’s Pultegroup PHM Stock Holding History

Integrated Wealth Concepts’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	$1.04M	Buy	8,818 +6,679	+312%	+$855K	0.01%	1090
2025 Q4	$251K	Sell	2,139 -1,355	-39%	-$166K	﹤0.01%	1403
2025 Q3	$462K	Buy	3,494 +630	+22%	+$78.2K	﹤0.01%	1391
2025 Q2	$302K	Buy	2,864 +454	+19%	+$45.7K	﹤0.01%	1544
2025 Q1	$248K	Sell	2,410 -1,416	-37%	-$153K	﹤0.01%	1512
2024 Q4	$417K	Sell	3,826 -32	-0.8%	-$4.16K	﹤0.01%	1214
2024 Q3	$554K	Sell	3,858 -6,228	-62%	-$792K	0.01%	1039
2024 Q2	$1.11M	Buy	10,086 +1,208	+14%	+$137K	0.02%	708
2024 Q1	$1.07M	Sell	8,878 -1,308	-13%	-$140K	0.02%	724
2023 Q4	$1.05M	Buy	10,186 +4,241	+71%	+$360K	0.02%	711
2023 Q3	$440K	Sell	5,945 -396	-6%	-$31.6K	0.01%	1038
2023 Q2	$493K	Buy	+6,341	New	+$430K	0.01%	985
2022 Q1	–	Sell	-4,158	Closed	-$238K	–	1020
2021 Q4	$238K	Buy	+4,158	New	+$213K	0.01%	873

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Integrated Wealth Concepts's PHM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Pultegroup (PHM) stake by 312% in Q1 2026, buying an estimated $855K and bringing the position to 8,818 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1090.

Integrated Wealth Concepts first reported a position in PHM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.11M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Integrated Wealth Concepts held 8,818 shares of Pultegroup worth $1.04M as of Q1 2026.
Integrated Wealth Concepts bought 6,679 Pultegroup shares in Q1 2026, an estimated $855K.
Pultegroup made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1090 holding.
Integrated Wealth Concepts first reported a position in Pultegroup in Q4 2021 and has held it in 13 quarters since.
Integrated Wealth Concepts's Pultegroup position peaked at $1.11M in Q2 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.