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National Wealth Management Group’s Pultegroup PHM Stock Holding History

National Wealth Management Group’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
-5,334
Closed -$705K – 276
2025
Q3 		$705K Buy
+5,334
New +$662K 0.27% 86
2024
Q2 		– Sell
-6,859
Closed -$827K – 151
2024
Q1 		$827K Sell
6,859
-72
-1% -$7.72K 0.64% 41
2023
Q4 		$715K Buy
+6,931
New +$589K 0.69% 40
2023
Q1 		– Sell
-8,271
Closed -$377K – 158
2022
Q4 		$377K Buy
+8,271
New +$348K 0.45% 78

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
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 $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

National Wealth Management Group's PHM Position: Q4 2025 in Review

National Wealth Management Group sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 5,334 shares — an estimated $705K sold.

National Wealth Management Group first reported a position in PHM in Q4 2022 and held it in 4 quarters. The position peaked at $827K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • National Wealth Management Group reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,334 Pultegroup shares in Q4 2025, an estimated $705K.
  • National Wealth Management Group first reported a position in Pultegroup in Q4 2022 and held it in 4 quarters.
  • National Wealth Management Group's Pultegroup position peaked at $827K in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.