PFG Private Wealth Management’s Pultegroup PHM Stock Holding History

PFG Private 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
2025 Q2	–	Sell	-126	Closed	-$13K	–	191
2025 Q1	$13K	Hold	126	–	–	0.01%	136
2024 Q4	$13.7K	Hold	126	–	–	0.01%	125
2024 Q3	$18.1K	Hold	126	–	–	0.01%	119
2024 Q2	$13.9K	Hold	126	–	–	0.01%	126
2024 Q1	$15.2K	Hold	126	–	–	0.01%	118
2023 Q4	$13K	Hold	126	–	–	0.01%	114
2023 Q3	$9.33K	Hold	126	–	–	0.01%	192
2023 Q2	$9.79K	Hold	126	–	–	0.01%	212
2023 Q1	$7.34K	Hold	126	–	–	﹤0.01%	218
2022 Q4	$6K	Hold	126	–	–	﹤0.01%	212
2022 Q3	$5K	Hold	126	–	–	﹤0.01%	216
2022 Q2	$5K	Hold	126	–	–	﹤0.01%	224
2022 Q1	$5K	Hold	126	–	–	﹤0.01%	222
2021 Q4	$7K	Hold	126	–	–	﹤0.01%	214
2021 Q3	$6K	Buy	+126	New	+$6.55K	﹤0.01%	207

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PFG Private Wealth Management's PHM Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 126 shares — an estimated $13K sold.

PFG Private Wealth Management first reported a position in PHM in Q3 2021 and held it in 15 quarters. The position peaked at $18.1K in Q3 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

PFG Private Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 126 Pultegroup shares in Q2 2025, an estimated $13K.
PFG Private Wealth Management first reported a position in Pultegroup in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Pultegroup position peaked at $18.1K in Q3 2024.
947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.