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Marshall & Sterling Wealth Advisors’s Pultegroup PHM Stock Holding History

Marshall & Sterling Wealth Advisors’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
-43
Closed -$5.68K – 549
2025
Q3 		$5.68K Buy
+43
New +$5.34K ﹤0.01% 482
2025
Q2 		– Sell
-58
Closed -$5.96K – 672
2025
Q1 		$5.96K Buy
+58
New +$6.26K ﹤0.01% 432

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

Marshall & Sterling Wealth Advisors's PHM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 43 shares — an estimated $5.68K sold.

Marshall & Sterling Wealth Advisors first reported a position in PHM in Q1 2025 and held it in 2 quarters. The position peaked at $5.96K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 43 Pultegroup shares in Q4 2025, an estimated $5.68K.
  • Marshall & Sterling Wealth Advisors first reported a position in Pultegroup in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Pultegroup position peaked at $5.96K in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.