Modern Wealth Management’s Pultegroup PHM Stock Holding History

Modern 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	$361K	Sell	3,083 -108	-3%	-$13.8K	0.01%	662
2025 Q4	$374K	Sell	3,191 -315	-9%	-$38.6K	0.01%	617
2025 Q3	$463K	Buy	3,506 +873	+33%	+$108K	0.01%	523
2025 Q2	$278K	Sell	2,633 -492	-16%	-$49.6K	0.01%	631
2025 Q1	$321K	Buy	+3,125	New	+$338K	0.01%	507
2024 Q4	–	Sell	-1,668	Closed	-$239K	–	597
2024 Q3	$239K	Buy	+1,668	New	+$212K	0.01%	384

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

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

Modern Wealth Management reduced its Pultegroup (PHM) stake by 3.4% in Q1 2026, selling an estimated $13.8K and leaving 3,083 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #662.

Modern Wealth Management first reported a position in PHM in Q3 2024 and has held it in 6 quarters since. The position peaked at $463K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Modern Wealth Management held 3,083 shares of Pultegroup worth $361K as of Q1 2026.
Modern Wealth Management sold 108 Pultegroup shares in Q1 2026, an estimated $13.8K.
Pultegroup made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #662 holding.
Modern Wealth Management first reported a position in Pultegroup in Q3 2024 and has held it in 6 quarters since.
Modern Wealth Management's Pultegroup position peaked at $463K in Q3 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.