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Legacy Investment Solutions’s Pultegroup PHM Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.27K Buy
+12
New +$1.21K ﹤0.01% 568
2024
Q4 		$2.12K Buy
20
+8
+67% +$1.04K ﹤0.01% 493
2024
Q3 		$1.53K Buy
+12
New +$1.53K ﹤0.01% 505

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legacy Investment Solutions's PHM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Pultegroup (PHM) in Q2 2025: 12 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PHM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PHM in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.12K in Q4 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Legacy Investment Solutions held 12 shares of Pultegroup worth $1.27K as of Q2 2025.
  • Pultegroup was a new Legacy Investment Solutions position in Q2 2025.
  • Pultegroup made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #568 holding.
  • Legacy Investment Solutions first reported a position in Pultegroup in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Pultegroup position peaked at $2.12K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.