KWM
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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
2017
Q4 		– Sell
-1,000
Closed -$4K – 428
2017
Q3 		$4K Buy
+1,000
New +$25.3K ﹤0.01% 312

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 $8.66B AUM 17.37% 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

Kingsview Wealth Management's PHM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Pultegroup (PHM) stake by 55% in Q1 2026, selling an estimated $314K and leaving 2,032 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Kingsview Wealth Management first reported a position in PHM in Q1 2017 and has held it in 15 quarters since. The position peaked at $9.42M in Q2 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Kingsview Wealth Management held 2,032 shares of Pultegroup worth $239K as of Q1 2026.
  • Kingsview Wealth Management sold 2,453 Pultegroup shares in Q1 2026, an estimated $314K.
  • Pultegroup made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1182 holding.
  • Kingsview Wealth Management first reported a position in Pultegroup in Q1 2017 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Pultegroup position peaked at $9.42M in Q2 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.