Omnitrust Wealth Management’s Pultegroup PHM Stock Holding History

Omnitrust Wealth Management’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 Q2	$206K	Buy	+1,502	New	+$151K	0.24%	67

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Omnitrust Wealth Management's PHM Position: Q2 2025 in Review

Omnitrust Wealth Management opened a new position in Pultegroup (PHM) in Q2 2025: 1,502 shares worth $206K. The stake represents 0.24% of the portfolio and ranks #67 among its holdings.

946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Omnitrust Wealth Management held 1,502 shares of Pultegroup worth $206K as of Q2 2025.
Pultegroup was a new Omnitrust Wealth Management position in Q2 2025.
Pultegroup made up 0.24% of Omnitrust Wealth Management's portfolio in Q2 2025, its #67 holding.
946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Omnitrust Wealth Management's 13F filing for Q2 2025, filed 3 Aug 2026.