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PDS Planning’s Pultegroup PHM Stock Holding History

PDS Planning’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
2026
Q1 		$211K Buy
+1,790
New +$229K 0.01% 509

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PDS Planning's PHM Position: Q1 2026 in Review

PDS Planning opened a new position in Pultegroup (PHM) in Q1 2026: 1,790 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • PDS Planning held 1,790 shares of Pultegroup worth $211K as of Q1 2026.
  • Pultegroup was a new PDS Planning position in Q1 2026.
  • Pultegroup made up 0.01% of PDS Planning's portfolio in Q1 2026, its #509 holding.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.