JWM
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Jupiter Wealth Management’s Pultegroup PHM Stock Holding History

Jupiter 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
Q4 		– Sell
-10,900
Closed -$1.44M – 96
2025
Q3 		$1.44M Buy
10,900
+1,000
+10% +$124K 0.68% 33
2025
Q2 		$1.29M Buy
+9,900
New +$997K 0.65% 33
2025
Q1 		– Sell
-12,902
Closed -$1.41M – 83
2024
Q4 		$1.41M Sell
12,902
-700
-5% -$90.9K 0.7% 35
2024
Q3 		$1.95M Buy
13,602
+780
+6% +$99.2K 1% 29
2024
Q2 		$1.69M Buy
12,822
+622
+5% +$70.6K 0.9% 33
2024
Q1 		$1.41M Buy
12,200
+1,000
+9% +$107K 0.75% 34
2023
Q4 		$1.16M Hold
11,200
– – 0.68% 38
2023
Q3 		$923K Sell
11,200
-2,000
-15% -$159K 0.6% 43
2023
Q2 		$1.03M Buy
13,200
+7,500
+132% +$508K 0.88% 32
2023
Q1 		$332K Buy
+5,700
New +$308K 0.31% 48

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jupiter Wealth Management's PHM Position: Q4 2025 in Review

Jupiter Wealth Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 10,900 shares — an estimated $1.44M sold.

Jupiter Wealth Management first reported a position in PHM in Q1 2023 and held it in 10 quarters. The position peaked at $1.95M in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Jupiter Wealth Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 10,900 Pultegroup shares in Q4 2025, an estimated $1.44M.
  • Jupiter Wealth Management first reported a position in Pultegroup in Q1 2023 and held it in 10 quarters.
  • Jupiter Wealth Management's Pultegroup position peaked at $1.95M in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Jupiter Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.