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Moloney Securities Asset Management’s Pultegroup PHM Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$712K Sell
5,391
-676
-11% -$84K 0.08% 231
2025
Q2 		$640K Sell
6,067
-141
-2% -$14.2K 0.08% 234
2025
Q1 		$638K Sell
6,208
-39
-0.6% -$4.21K 0.09% 224
2024
Q4 		$680K Sell
6,247
-206
-3% -$26.7K 0.09% 227
2024
Q3 		$926K Sell
6,453
-173
-3% -$22K 0.12% 204
2024
Q2 		$730K Buy
6,626
+1,235
+23% +$140K 0.11% 213
2024
Q1 		$650K Hold
5,391
– – 0.1% 225
2023
Q4 		$556K Hold
5,391
– – 0.09% 231
2023
Q3 		$399K Buy
+5,391
New +$430K 0.07% 257

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moloney Securities Asset Management's PHM Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Pultegroup (PHM) stake by 11% in Q3 2025, selling an estimated $84K and leaving 5,391 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #231.

Moloney Securities Asset Management first reported a position in PHM in Q3 2023 and has held it in 9 quarters since. The position peaked at $926K in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Moloney Securities Asset Management held 5,391 shares of Pultegroup worth $712K as of Q3 2025.
  • Moloney Securities Asset Management sold 676 Pultegroup shares in Q3 2025, an estimated $84K.
  • Pultegroup made up 0.08% of Moloney Securities Asset Management's portfolio in Q3 2025, its #231 holding.
  • Moloney Securities Asset Management first reported a position in Pultegroup in Q3 2023 and has held it in 9 quarters since.
  • Moloney Securities Asset Management's Pultegroup position peaked at $926K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.