New Millennium Group’s Pultegroup PHM Stock Holding History

New Millennium 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	$10.3K	Sell	88 -1	-1%	-$123	﹤0.01%	202
2025 Q3	$11.8K	Hold	89	–	–	0.01%	208
2025 Q2	$9.39K	Hold	89	–	–	0.01%	203
2025 Q1	$9.15K	Sell	89 -11	-11%	-$1.19K	0.01%	212
2024 Q4	$10.9K	Sell	100 -9,446	-99%	-$1.23M	0.01%	215
2024 Q3	$1.37M	Buy	9,546 +9,457	+10,626%	+$1.2M	0.89%	27
2024 Q2	$9.8K	Buy	+89	New	+$10.1K	0.01%	194
2024 Q1	–	Sell	-89	Closed	-$9.19K	–	307
2023 Q4	$9.19K	Hold	89	–	–	0.01%	209
2023 Q3	$6.59K	Hold	89	–	–	0.01%	196
2023 Q2	$6.91K	Hold	89	–	–	0.01%	196
2023 Q1	$5.19K	Hold	89	–	–	0.01%	235
2022 Q4	$4.05K	Hold	89	–	–	﹤0.01%	259
2022 Q3	$3K	Hold	89	–	–	﹤0.01%	265
2022 Q2	$4K	Buy	+89	New	+$3.75K	﹤0.01%	248

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New Millennium Group's PHM Position: Q4 2025 in Review

New Millennium Group reduced its Pultegroup (PHM) stake by 1.1% in Q4 2025, selling an estimated $123 and leaving 88 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

New Millennium Group first reported a position in PHM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

New Millennium Group held 88 shares of Pultegroup worth $10.3K as of Q4 2025.
New Millennium Group sold 1 Pultegroup share in Q4 2025, an estimated $123.
Pultegroup made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #202 holding.
New Millennium Group first reported a position in Pultegroup in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's Pultegroup position peaked at $1.37M in Q3 2024.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.