Navalign LLC’s Pultegroup PHM Stock Holding History

Navalign LLC’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	–	Sell	-70	Closed	-$8.21K	–	380
2025 Q4	$8.21K	Buy	+70	New	+$8.59K	﹤0.01%	345

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Navalign LLC's PHM Position: Q1 2026 in Review

Navalign LLC sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 70 shares — an estimated $8.21K sold.

Navalign LLC first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $8.21K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Navalign LLC reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 70 Pultegroup shares in Q1 2026, an estimated $8.21K.
Navalign LLC first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
Navalign LLC's Pultegroup position peaked at $8.21K in Q4 2025.
1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.