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Pandora Wealth’s Pultegroup PHM Stock Holding History

Pandora Wealth’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
Q4 		$65.3K Sell
557
-300
-35% -$36.8K 0.04% 132
2025
Q3 		$113K Hold
857
– – 0.07% 102
2025
Q2 		$90.4K Sell
857
-90
-10% -$9.07K 0.06% 114
2025
Q1 		$97.4K Buy
+947
New +$102K 0.06% 106

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pandora Wealth's PHM Position: Q4 2025 in Review

Pandora Wealth reduced its Pultegroup (PHM) stake by 35% in Q4 2025, selling an estimated $36.8K and leaving 557 shares worth $65.3K. The position accounts for 0.04% of the portfolio, ranked #132.

Pandora Wealth first reported a position in PHM in Q1 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Pandora Wealth held 557 shares of Pultegroup worth $65.3K as of Q4 2025.
  • Pandora Wealth sold 300 Pultegroup shares in Q4 2025, an estimated $36.8K.
  • Pultegroup made up 0.04% of Pandora Wealth's portfolio in Q4 2025, its #132 holding.
  • Pandora Wealth first reported a position in Pultegroup in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Pultegroup position peaked at $113K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.