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Peak Financial Advisors’s Pultegroup PHM Stock Holding History

Peak 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
-27,460
Closed -$2.99M – 84
2024
Q4 		$2.99M Sell
27,460
-249
-0.9% -$32.3K 1.56% 22
2024
Q3 		$3.98M Buy
27,709
+1,763
+7% +$224K 2.05% 11
2024
Q2 		$2.86M Buy
25,946
+241
+0.9% +$27.4K 1.64% 20
2024
Q1 		$3.1M Sell
25,705
-678
-3% -$72.7K 1.89% 15
2023
Q4 		$2.72M Buy
+26,383
New +$2.24M 1.82% 14

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 $3.37T AUM 44.26% 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

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

Peak Financial Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 27,460 shares — an estimated $2.99M sold.

Peak Financial Advisors first reported a position in PHM in Q4 2023 and held it in 5 quarters. The position peaked at $3.98M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Peak Financial Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 27,460 Pultegroup shares in Q1 2025, an estimated $2.99M.
  • Peak Financial Advisors first reported a position in Pultegroup in Q4 2023 and held it in 5 quarters.
  • Peak Financial Advisors's Pultegroup position peaked at $3.98M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.