PWM
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Perigon Wealth Management’s Pultegroup PHM Stock Holding History

Perigon 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
2026
Q1 		$254K Sell
2,157
-515
-19% -$66K ﹤0.01% 1086
2025
Q4 		$313K Buy
2,672
+92
+4% +$11.3K 0.01% 997
2025
Q3 		$341K Sell
2,580
-16
-0.6% -$1.99K 0.01% 898
2025
Q2 		$274K Sell
2,596
-126
-5% -$12.7K 0.01% 871
2025
Q1 		$280K Sell
2,722
-407
-13% -$44K 0.01% 839
2024
Q4 		$366K Sell
3,129
-256
-8% -$33.2K 0.01% 745
2024
Q3 		$486K Buy
3,385
+114
+3% +$14.5K 0.01% 627
2024
Q2 		$360K Buy
3,271
+9
+0.3% +$1.02K 0.01% 627
2024
Q1 		$393K Buy
3,262
+1,081
+50% +$116K 0.01% 595
2023
Q4 		$225K Buy
+2,181
New +$185K 0.01% 755
2021
Q1 		– Sell
-2,641
Closed -$114K – 887
2020
Q4 		$114K Buy
+2,641
New +$117K 0.01% 516
2017
Q1 		– Sell
-926
Closed -$21K – 684
2016
Q4 		$21K Buy
+926
New +$17.6K ﹤0.01% 464

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

Perigon Wealth Management's PHM Position: Q1 2026 in Review

Perigon Wealth Management reduced its Pultegroup (PHM) stake by 19% in Q1 2026, selling an estimated $66K and leaving 2,157 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Perigon Wealth Management first reported a position in PHM in Q4 2016 and has held it in 12 quarters since. The position peaked at $486K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Perigon Wealth Management held 2,157 shares of Pultegroup worth $254K as of Q1 2026.
  • Perigon Wealth Management sold 515 Pultegroup shares in Q1 2026, an estimated $66K.
  • Pultegroup made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1086 holding.
  • Perigon Wealth Management first reported a position in Pultegroup in Q4 2016 and has held it in 12 quarters since.
  • Perigon Wealth Management's Pultegroup position peaked at $486K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.