Meeder Advisory Services’s Pultegroup PHM Stock Holding History

Meeder Advisory 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	$588K	Buy	4,998 +356	+8%	+$45.6K	0.02%	364
2025 Q4	$544K	Sell	4,642 -1,229	-21%	-$151K	0.02%	381
2025 Q3	$776K	Buy	5,871 +428	+8%	+$53.2K	0.04%	311
2025 Q2	$574K	Buy	5,443 +647	+13%	+$65.2K	0.03%	352
2025 Q1	$493K	Sell	4,796 -199	-4%	-$21.5K	0.03%	359
2024 Q4	$544K	Buy	4,995 +614	+14%	+$79.7K	0.03%	330
2024 Q3	$629K	Buy	4,381 +1,044	+31%	+$133K	0.04%	297
2024 Q2	$367K	Buy	3,337 +977	+41%	+$111K	0.03%	370
2024 Q1	$285K	Buy	2,360 +83	+4%	+$8.9K	0.03%	364
2023 Q4	$235K	Buy	+2,277	New	+$193K	0.03%	382
2023 Q3	–	Sell	-3,391	Closed	-$263K	–	430
2023 Q2	$263K	Sell	3,391 -244	-7%	-$16.5K	0.03%	374
2023 Q1	$212K	Sell	3,635 -1,065	-23%	-$57.5K	0.02%	408
2022 Q4	$214K	Buy	+4,700	New	+$198K	0.03%	392

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Meeder Advisory Services's PHM Position: Q1 2026 in Review

Meeder Advisory Services increased its Pultegroup (PHM) stake by 7.7% in Q1 2026, buying an estimated $45.6K and bringing the position to 4,998 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #364.

Meeder Advisory Services first reported a position in PHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $776K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Meeder Advisory Services held 4,998 shares of Pultegroup worth $588K as of Q1 2026.
Meeder Advisory Services bought 356 Pultegroup shares in Q1 2026, an estimated $45.6K.
Pultegroup made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #364 holding.
Meeder Advisory Services first reported a position in Pultegroup in Q4 2022 and has held it in 13 quarters since.
Meeder Advisory Services's Pultegroup position peaked at $776K in Q3 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.