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NewSquare Capital’s Pultegroup PHM Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-165
Closed -$17.4K – 934
2025
Q2 		$17.4K Sell
165
-35
-18% -$3.53K ﹤0.01% 511
2025
Q1 		$20.6K Buy
200
+187
+1,438% +$20.2K ﹤0.01% 349
2024
Q4 		$1.42K Buy
+13
New +$1.69K ﹤0.01% 613
2016
Q2 		– Sell
-585
Closed -$11K – 392
2016
Q1 		$11K Buy
+585
New +$9.98K ﹤0.01% 281

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewSquare Capital's PHM Position: Q3 2025 in Review

NewSquare Capital sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 165 shares — an estimated $17.4K sold.

NewSquare Capital first reported a position in PHM in Q1 2016 and held it in 4 quarters. The position peaked at $20.6K in Q1 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • NewSquare Capital reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 165 Pultegroup shares in Q3 2025, an estimated $17.4K.
  • NewSquare Capital first reported a position in Pultegroup in Q1 2016 and held it in 4 quarters.
  • NewSquare Capital's Pultegroup position peaked at $20.6K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.