MorganRosel Wealth Management’s Pultegroup PHM Stock Holding History

MorganRosel 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
2025 Q2	–	Sell	-5,545	Closed	-$570K	–	377
2025 Q1	$570K	Sell	5,545 -5,451	-50%	-$589K	0.17%	77
2024 Q4	$1.2M	Buy	10,996 +3,120	+40%	+$405K	0.39%	49
2024 Q3	$1.13M	Sell	7,876 -2,123	-21%	-$270K	0.37%	51
2024 Q2	$1.1M	Sell	9,999 -904	-8%	-$103K	0.39%	45
2024 Q1	$1.32M	Sell	10,903 -1,286	-11%	-$138K	0.47%	37
2023 Q4	$1.26M	Sell	12,189 -1,246	-9%	-$106K	0.49%	33
2023 Q3	$995K	Buy	13,435 +3,739	+39%	+$298K	0.42%	41
2023 Q2	$753K	Buy	+9,696	New	+$657K	0.31%	63
2021 Q1	–	Sell	-13,253	Closed	-$571K	–	86
2020 Q4	$571K	Buy	13,253 +655	+5%	+$29K	0.4%	53
2020 Q3	$583K	Buy	+12,598	New	+$539K	0.47%	44
2020 Q2	–	Sell	-17,964	Closed	-$401K	–	73
2020 Q1	$401K	Sell	17,964 -979	-5%	-$37.8K	0.46%	51
2019 Q4	$735K	Buy	+18,943	New	+$736K	0.56%	37

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MorganRosel Wealth Management's PHM Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 5,545 shares — an estimated $570K sold.

MorganRosel Wealth Management first reported a position in PHM in Q4 2019 and held it in 12 quarters. The position peaked at $1.32M in Q1 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

MorganRosel Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 5,545 Pultegroup shares in Q2 2025, an estimated $570K.
MorganRosel Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 12 quarters.
MorganRosel Wealth Management's Pultegroup position peaked at $1.32M in Q1 2024.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.