Kingsview Wealth Management’s Pultegroup PHM Stock Holding History

Kingsview 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
2026 Q1	$239K	Sell	2,032 -2,453	-55%	-$314K	﹤0.01%	1182
2025 Q4	$526K	Sell	4,485 -490	-10%	-$60.1K	0.01%	829
2025 Q3	$657K	Sell	4,975 -84,380	-94%	-$10.5M	0.01%	723
2025 Q2	$9.42M	Buy	89,355 +167	+0.2%	+$16.8K	0.16%	123
2025 Q1	$9.17M	Buy	89,188 +86,014	+2,710%	+$9.29M	0.17%	127
2024 Q4	$346K	Sell	3,174 -412	-11%	-$53.5K	0.01%	844
2024 Q3	$515K	Buy	3,586 +113	+3%	+$14.4K	0.01%	710
2024 Q2	$382K	Buy	+3,473	New	+$394K	0.01%	762
2021 Q1	–	Sell	-17,871	Closed	-$771K	–	917
2020 Q4	$771K	Buy	17,871 +12,383	+226%	+$549K	0.06%	338
2020 Q3	$254K	Buy	+5,488	New	+$235K	0.02%	514
2018 Q2	–	Sell	-15,370	Closed	-$453K	–	405
2018 Q1	$453K	Sell	15,370 -1,800	-10%	-$55.8K	0.11%	210
2017 Q4	$571K	Sell	17,170 -3,840	-18%	-$119K	0.2%	153
2017 Q3	$574K	Sell	21,010 -440	-2%	-$11.1K	0.25%	126
2017 Q2	$526K	Buy	21,450 +6,900	+47%	+$161K	0.27%	117
2017 Q1	$343K	Buy	+14,550	New	+$313K	0.2%	150

Other funds holding PHM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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