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Mowery & Schoenfeld Wealth Management’s Pultegroup PHM Stock Holding History

Mowery & Schoenfeld 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
Q4 		– Sell
-6
Closed -$793 – 489
2025
Q3 		$793 Hold
6
– – ﹤0.01% 371
2025
Q2 		$633 Hold
6
– – ﹤0.01% 375
2025
Q1 		$617 Sell
6
-1
-14% -$108 ﹤0.01% 432
2024
Q4 		$763 Buy
+7
New +$909 ﹤0.01% 459

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 $408B AUM 30.18% 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 $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $935B AUM

Mowery & Schoenfeld Wealth Management's PHM Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 6 shares — an estimated $793 sold.

Mowery & Schoenfeld Wealth Management first reported a position in PHM in Q4 2024 and held it in 4 quarters. The position peaked at $793 in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Pultegroup shares in Q4 2025, an estimated $793.
  • Mowery & Schoenfeld Wealth Management first reported a position in Pultegroup in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Pultegroup position peaked at $793 in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.