PWM
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Parkworth Wealth Management’s Pultegroup PHM Stock Holding History

Parkworth 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 		$1.37K Buy
13
+3
+30% +$302 ﹤0.01% 340
2025
Q1 		$1.03K Hold
10
– – ﹤0.01% 255
2024
Q4 		$1.09K Buy
+10
New +$1.3K ﹤0.01% 270

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Parkworth Wealth Management increased its Pultegroup (PHM) stake by 30% in Q2 2025, buying an estimated $302 and bringing the position to 13 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Parkworth Wealth Management first reported a position in PHM in Q4 2024 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Pultegroup worth $1.37K as of Q2 2025.
  • Parkworth Wealth Management bought 3 Pultegroup shares in Q2 2025, an estimated $302.
  • Pultegroup made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #340 holding.
  • Parkworth Wealth Management first reported a position in Pultegroup in Q4 2024 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

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