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Opal Wealth Advisors’s Pultegroup PHM Stock Holding History

Opal 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
2026
Q1 		$249K Sell
2,114
-55
-3% -$7.04K 0.06% 177
2025
Q4 		$254K Buy
2,169
+99
+5% +$12.1K 0.07% 175
2025
Q3 		$274K Buy
2,070
+25
+1% +$3.1K 0.08% 153
2025
Q2 		$216K Sell
2,045
-114
-5% -$11.5K 0.06% 182
2025
Q1 		$222K Buy
+2,159
New +$233K 0.07% 167
2024
Q4 		– Sell
-1,976
Closed -$284K – 202
2024
Q3 		$284K Buy
1,976
+226
+13% +$28.7K 0.09% 132
2024
Q2 		$193K Buy
+1,750
New +$199K 0.06% 187

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Opal Wealth Advisors's PHM Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Pultegroup (PHM) stake by 2.5% in Q1 2026, selling an estimated $7.04K and leaving 2,114 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #177.

Opal Wealth Advisors first reported a position in PHM in Q2 2024 and has held it in 7 quarters since. The position peaked at $284K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Opal Wealth Advisors held 2,114 shares of Pultegroup worth $249K as of Q1 2026.
  • Opal Wealth Advisors sold 55 Pultegroup shares in Q1 2026, an estimated $7.04K.
  • Pultegroup made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • Opal Wealth Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 7 quarters since.
  • Opal Wealth Advisors's Pultegroup position peaked at $284K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.