NWWA
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New Wave Wealth Advisors’s Pultegroup PHM Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-3,423
Closed -$373K – 529
2024
Q4 		$373K Buy
3,423
+12
+0.4% +$1.56K 0.15% 87
2024
Q3 		$490K Buy
3,411
+13
+0.4% +$1.65K 0.23% 65
2024
Q2 		$374K Buy
+3,398
New +$386K 0.2% 79

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Wave Wealth Advisors's PHM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,423 shares — an estimated $373K sold.

New Wave Wealth Advisors first reported a position in PHM in Q2 2024 and held it in 3 quarters. The position peaked at $490K in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 3,423 Pultegroup shares in Q1 2025, an estimated $373K.
  • New Wave Wealth Advisors first reported a position in Pultegroup in Q2 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's Pultegroup position peaked at $490K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.