Optimum Investment Advisors’s Pultegroup PHM Stock Holding History

Optimum Investment 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 Q3	$383K	Hold	2,900	–	–	0.15%	123
2025 Q2	$306K	Hold	2,900	–	–	0.13%	141
2025 Q1	$298K	Hold	2,900	–	–	0.14%	135
2024 Q4	$316K	Hold	2,900	–	–	0.14%	135
2024 Q3	$416K	Hold	2,900	–	–	0.18%	115
2024 Q2	$319K	Hold	2,900	–	–	0.14%	142
2024 Q1	$350K	Sell	2,900 -300	-9%	-$32.2K	0.16%	133
2023 Q4	$330K	Hold	3,200	–	–	0.17%	132
2023 Q3	$237K	Hold	3,200	–	–	0.12%	167
2023 Q2	$249K	Hold	3,200	–	–	0.12%	163
2023 Q1	$186K	Sell	3,200 -700	-18%	-$37.8K	0.1%	187
2022 Q4	$178K	Sell	3,900 -1,200	-24%	-$50.6K	0.1%	199
2022 Q3	$191K	Hold	5,100	–	–	0.1%	185
2022 Q2	$202K	Sell	5,100 -268	-5%	-$11.3K	0.1%	183
2022 Q1	$225K	Sell	5,368 -2,742	-34%	-$136K	0.09%	189
2021 Q4	$464K	Sell	8,110 -197	-2%	-$10.1K	0.18%	119
2021 Q3	$381K	Sell	8,307 -18,021	-68%	-$936K	0.16%	138
2021 Q2	$1.44M	Sell	26,328 -1,122	-4%	-$62.7K	0.45%	48
2021 Q1	$1.44M	Hold	27,450	–	–	0.42%	51
2020 Q4	$1.18M	Hold	27,450	–	–	0.36%	60
2020 Q3	$1.27M	Sell	27,450 -250	-0.9%	-$10.7K	0.43%	52
2020 Q2	$943K	Sell	27,700 -600	-2%	-$18K	0.33%	71
2020 Q1	$632K	Hold	28,300	–	–	0.26%	92
2019 Q4	$1.1M	Sell	28,300 -1,500	-5%	-$58.3K	0.33%	77
2019 Q3	$1.09M	Sell	29,800 -50	-0.2%	-$1.66K	0.34%	75
2019 Q2	$944K	Hold	29,850	–	–	0.31%	77
2019 Q1	$835K	Sell	29,850 -5,800	-16%	-$158K	0.27%	89
2018 Q4	$927K	Sell	35,650 -1,200	-3%	-$29.7K	0.32%	77
2018 Q3	$913K	Hold	36,850	–	–	0.25%	102
2018 Q2	$1.06M	Sell	36,850 -1,200	-3%	-$36.1K	0.31%	86
2018 Q1	$1.12M	Buy	38,050 +1,500	+4%	+$46.5K	0.33%	80
2017 Q4	$1.22M	Hold	36,550	–	–	0.39%	70
2017 Q3	$999K	Sell	36,550 -650	-2%	-$16.4K	0.33%	83
2017 Q2	$913K	Sell	37,200 -3,500	-9%	-$81.7K	0.32%	96
2017 Q1	$958K	Sell	40,700 -300	-0.7%	-$6.46K	0.34%	90
2016 Q4	$754K	Sell	41,000 -2,500	-6%	-$47.5K	0.28%	102
2016 Q3	$872K	Sell	43,500 -2,200	-5%	-$45.6K	0.33%	88
2016 Q2	$891K	Hold	45,700	–	–	0.35%	87
2016 Q1	$855K	Sell	45,700 -5,300	-10%	-$90.4K	0.34%	87
2015 Q4	$909K	Sell	51,000 -12,000	-19%	-$224K	0.35%	82
2015 Q3	$1.19M	Buy	+63,000	New	+$1.28M	0.48%	60
2015 Q1	$1.69M	Buy	76,100 +800	+1%	+$17.4K	0.54%	36
2014 Q4	$1.62M	Buy	75,300 +1,350	+2%	+$26.9K	0.52%	43
2014 Q3	$1.31M	Sell	73,950 -1,200	-2%	-$22.6K	0.43%	54
2014 Q2	$1.51M	Buy	75,150 +1,150	+2%	+$22.1K	0.49%	49
2014 Q1	$1.42M	Buy	74,000 +12,600	+21%	+$249K	0.53%	44
2013 Q4	$1.25M	Buy	+61,400	New	+$1.09M	0.47%	58

Other funds holding PHM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Optimum Investment Advisors's PHM Position: Q3 2025 in Review

Optimum Investment Advisors held its Pultegroup (PHM) position steady in Q3 2025 at 2,900 shares worth $383K. The position accounts for 0.15% of the portfolio, ranked #123.

Optimum Investment Advisors first reported a position in PHM in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.69M in Q1 2015. 985 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Optimum Investment Advisors held 2,900 shares of Pultegroup worth $383K as of Q3 2025.
Optimum Investment Advisors left its Pultegroup share count unchanged in Q3 2025.
Pultegroup made up 0.15% of Optimum Investment Advisors's portfolio in Q3 2025, its #123 holding.
Optimum Investment Advisors first reported a position in Pultegroup in Q4 2013 and has held it in 47 quarters since.
Optimum Investment Advisors's Pultegroup position peaked at $1.69M in Q1 2015.
985 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.