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PHM icon

Naviter Wealth’s Pultegroup PHM Stock Holding History

Naviter Wealth’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 		$523K Hold
4,439
– – 0.07% 202
2025
Q4 		$522K Hold
4,439
– – 0.07% 196
2025
Q3 		$588K Buy
4,439
+9
+0.2% +$1.12K 0.07% 184
2025
Q2 		$468K Sell
4,430
-10
-0.2% -$1.01K 0.06% 197
2025
Q1 		$453K Buy
4,440
+10
+0.2% +$1.08K 0.05% 209
2024
Q4 		$483K Buy
+4,430
New +$575K 0.06% 211

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Naviter Wealth's PHM Position: Q1 2026 in Review

Naviter Wealth held its Pultegroup (PHM) position steady in Q1 2026 at 4,439 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #202.

Naviter Wealth first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $588K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Naviter Wealth held 4,439 shares of Pultegroup worth $523K as of Q1 2026.
  • Naviter Wealth left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #202 holding.
  • Naviter Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's Pultegroup position peaked at $588K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.