Orion Portfolio Solutions’s Pultegroup PHM Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.49M	Buy	33,988 +1,539	+5%	+$166K	0.03%	471
2024 Q4	$3.53M	Buy	32,449 +1,429	+5%	+$186K	0.04%	436
2024 Q3	$4.45M	Sell	31,020 -3,686	-11%	-$469K	0.04%	364
2024 Q2	$3.82M	Buy	34,706 +3,787	+12%	+$430K	0.04%	392
2024 Q1	$3.73M	Sell	30,919 -5,359	-15%	-$575K	0.04%	407
2023 Q4	$3.76M	Sell	36,278 -7,123	-16%	-$605K	0.04%	378
2023 Q3	$3.21M	Buy	43,401 +612	+1%	+$48.8K	0.04%	409
2023 Q2	$3.32M	Buy	42,789 +4,670	+12%	+$317K	0.04%	448
2023 Q1	$2.22M	Buy	+38,119	New	+$2.06M	0.03%	549
2020 Q3	–	Sell	-2,212	Closed	-$75K	–	1587
2020 Q2	$75K	Buy	2,212 +1,433	+184%	+$43K	﹤0.01%	608
2020 Q1	$17K	Buy	779 +505	+184%	+$19.5K	﹤0.01%	896
2019 Q4	$11K	Buy	+274	New	+$10.6K	﹤0.01%	969

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

Norges Bank Oslo, Norway $935B AUM

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

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

Orion Portfolio Solutions's PHM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Pultegroup (PHM) stake by 4.7% in Q1 2025, buying an estimated $166K and bringing the position to 33,988 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #471.

Orion Portfolio Solutions first reported a position in PHM in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.45M in Q3 2024. 960 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Orion Portfolio Solutions held 33,988 shares of Pultegroup worth $3.49M as of Q1 2025.
Orion Portfolio Solutions bought 1,539 Pultegroup shares in Q1 2025, an estimated $166K.
Pultegroup made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #471 holding.
Orion Portfolio Solutions first reported a position in Pultegroup in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Pultegroup position peaked at $4.45M in Q3 2024.
960 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.