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Kestra Private Wealth Services’s Pultegroup PHM Stock Holding History

Kestra Private Wealth Services’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 		$931K Sell
7,914
-175
-2% -$22.4K 0.01% 870
2025
Q4 		$949K Buy
8,089
+5,129
+173% +$629K 0.01% 830
2025
Q3 		$391K Sell
2,960
-225
-7% -$27.9K 0.01% 1224
2025
Q2 		$336K Sell
3,185
-431
-12% -$43.4K ﹤0.01% 1222
2025
Q1 		$372K Hold
3,616
– – 0.01% 1097
2024
Q4 		$394K Buy
3,616
+906
+33% +$118K 0.01% 1033
2024
Q3 		$389K Sell
2,710
-568
-17% -$72.2K 0.01% 982
2024
Q2 		$361K Sell
3,278
-3,915
-54% -$445K 0.01% 973
2024
Q1 		$868K Buy
7,193
+30
+0.4% +$3.22K 0.02% 600
2023
Q4 		$739K Buy
7,163
+3,780
+112% +$321K 0.02% 607
2023
Q3 		$251K Buy
3,383
+72
+2% +$5.74K 0.01% 950
2023
Q2 		$257K Buy
+3,311
New +$224K 0.01% 874
2023
Q1 		– Sell
-8,483
Closed -$386K – 1087
2022
Q4 		$386K Buy
8,483
+2,520
+42% +$106K 0.02% 594
2022
Q3 		$224K Sell
5,963
-4
-0.1% -$168 0.01% 747
2022
Q2 		$236K Sell
5,967
-11
-0.2% -$463 0.01% 737
2022
Q1 		$250K Sell
5,978
-705
-11% -$35K 0.01% 805
2021
Q4 		$382K Buy
6,683
+900
+16% +$46.1K 0.02% 674
2021
Q3 		$266K Sell
5,783
-770
-12% -$40K 0.01% 754
2021
Q2 		$358K Buy
6,553
+537
+9% +$30K 0.02% 611
2021
Q1 		$315K Buy
6,016
+726
+14% +$33.9K 0.02% 590
2020
Q4 		$233K Buy
5,290
+107
+2% +$4.74K 0.02% 627
2020
Q3 		$240K Buy
+5,183
New +$222K 0.02% 553

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

Kestra Private Wealth Services's PHM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Pultegroup (PHM) stake by 2.2% in Q1 2026, selling an estimated $22.4K and leaving 7,914 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #870.

Kestra Private Wealth Services first reported a position in PHM in Q3 2020 and has held it in 22 quarters since. The position peaked at $949K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Kestra Private Wealth Services held 7,914 shares of Pultegroup worth $931K as of Q1 2026.
  • Kestra Private Wealth Services sold 175 Pultegroup shares in Q1 2026, an estimated $22.4K.
  • Pultegroup made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #870 holding.
  • Kestra Private Wealth Services first reported a position in Pultegroup in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Pultegroup position peaked at $949K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.