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NDVR Inc’s Pultegroup PHM Stock Holding History

NDVR Inc’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
-1,743
Closed -$230K – 138
2025
Q3 		$230K Buy
+1,743
New +$216K 0.19% 93
2025
Q1 		– Sell
-1,984
Closed -$216K – 113
2024
Q4 		$216K Buy
1,984
+112
+6% +$14.5K 0.21% 93
2024
Q3 		$268K Sell
1,872
-3
-0.2% -$381 0.27% 57
2024
Q2 		$206K Sell
1,875
-166
-8% -$18.8K 0.21% 84
2024
Q1 		$246K Buy
+2,041
New +$219K 0.24% 65

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

NDVR Inc's PHM Position: Q4 2025 in Review

NDVR Inc sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,743 shares — an estimated $230K sold.

NDVR Inc first reported a position in PHM in Q1 2024 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • NDVR Inc reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • NDVR Inc sold 1,743 Pultegroup shares in Q4 2025, an estimated $230K.
  • NDVR Inc first reported a position in Pultegroup in Q1 2024 and held it in 5 quarters.
  • NDVR Inc's Pultegroup position peaked at $268K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.