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Personal CFO Solutions’s Pultegroup PHM Stock Holding History

Personal CFO Solutions’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 		$301K Buy
2,551
+234
+10% +$30K 0.04% 376
2025
Q4 		$272K Buy
2,317
+446
+24% +$54.7K 0.04% 404
2025
Q3 		$247K Buy
+1,871
New +$232K 0.04% 422
2024
Q4 		– Sell
-7,081
Closed -$1.02M – 573
2024
Q3 		$1.02M Sell
7,081
-94
-1% -$12K 0.14% 137
2024
Q2 		$790K Buy
7,175
+25
+0.3% +$2.84K 0.12% 165
2024
Q1 		$862K Buy
7,150
+187
+3% +$20.1K 0.13% 146
2023
Q4 		$719K Buy
+6,963
New +$592K 0.12% 168
2022
Q4 		– Sell
-11,560
Closed -$433K – 490
2022
Q3 		$433K Buy
11,560
+566
+5% +$23.8K 0.11% 175
2022
Q2 		$436K Sell
10,994
-734
-6% -$30.9K 0.1% 181
2022
Q1 		$491K Sell
11,728
-534
-4% -$26.5K 0.1% 203
2021
Q4 		$701K Sell
12,262
-395
-3% -$20.3K 0.13% 150
2021
Q3 		$581K Buy
12,657
+998
+9% +$51.9K 0.12% 168
2021
Q2 		$636K Buy
11,659
+703
+6% +$39.3K 0.13% 152
2021
Q1 		$575K Buy
10,956
+162
+2% +$7.56K 0.12% 148
2020
Q4 		$465K Sell
10,794
-1,202
-10% -$53.3K 0.12% 176
2020
Q3 		$1K Sell
11,996
-371
-3% -$15.9K 0.33% 108
2020
Q2 		$421K Buy
12,367
+1,075
+10% +$32.3K 0.12% 156
2020
Q1 		$252K Sell
11,292
-1,509
-12% -$58.3K 0.09% 196
2019
Q4 		$497K Sell
12,801
-3,615
-22% -$140K 0.14% 154
2019
Q3 		$602K Buy
+16,416
New +$546K 0.24% 103

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

Personal CFO Solutions's PHM Position: Q1 2026 in Review

Personal CFO Solutions increased its Pultegroup (PHM) stake by 10% in Q1 2026, buying an estimated $30K and bringing the position to 2,551 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #376.

Personal CFO Solutions first reported a position in PHM in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.02M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Personal CFO Solutions held 2,551 shares of Pultegroup worth $301K as of Q1 2026.
  • Personal CFO Solutions bought 234 Pultegroup shares in Q1 2026, an estimated $30K.
  • Pultegroup made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #376 holding.
  • Personal CFO Solutions first reported a position in Pultegroup in Q3 2019 and has held it in 20 quarters since.
  • Personal CFO Solutions's Pultegroup position peaked at $1.02M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.