NorthAvenue LLC’s Pultegroup PHM Stock Holding History

NorthAvenue LLC’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	–	Sell	-3	Closed	-$352	–	350
2025 Q4	$352	Buy	+3	New	+$368	﹤0.01%	298

Other funds holding PHM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

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

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

NorthAvenue LLC's PHM Position: Q1 2026 in Review

NorthAvenue LLC sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3 shares — an estimated $352 sold.

NorthAvenue LLC first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $352 in Q4 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

NorthAvenue LLC reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
NorthAvenue LLC sold 3 Pultegroup shares in Q1 2026, an estimated $352.
NorthAvenue LLC first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
NorthAvenue LLC's Pultegroup position peaked at $352 in Q4 2025.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.