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Pathway Financial Advisors’s Pultegroup PHM Stock Holding History

Pathway Financial 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
Q1 		– Sell
-1,860
Closed -$203K – 175
2024
Q4 		$203K Hold
1,860
– – 0.05% 157
2024
Q3 		$267K Hold
1,860
– – 0.07% 131
2024
Q2 		$205K Hold
1,860
– – 0.06% 161
2024
Q1 		$224K Buy
+1,860
New +$200K 0.06% 152
2018
Q3 		– Sell
-1,860
Closed -$53K – 291
2018
Q2 		$53K Hold
1,860
– – 0.03% 245
2018
Q1 		$55K Hold
1,860
– – 0.03% 239
2017
Q4 		$62K Buy
+1,860
New +$57.8K 0.04% 218

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathway Financial Advisors's PHM Position: Q1 2025 in Review

Pathway Financial Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,860 shares — an estimated $203K sold.

Pathway Financial Advisors first reported a position in PHM in Q4 2017 and held it in 7 quarters. The position peaked at $267K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Pathway Financial Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,860 Pultegroup shares in Q1 2025, an estimated $203K.
  • Pathway Financial Advisors first reported a position in Pultegroup in Q4 2017 and held it in 7 quarters.
  • Pathway Financial Advisors's Pultegroup position peaked at $267K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Pathway Financial Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.