PA
PHM icon

Pineridge Advisors’s Pultegroup PHM Stock Holding History

Pineridge 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
Q3 		$3.74K Hold
28
– – ﹤0.01% 303
2025
Q2 		$2.98K Hold
28
– – ﹤0.01% 376
2025
Q1 		$2.9K Hold
28
– – ﹤0.01% 377
2024
Q4 		$3.07K Sell
28
-3
-10% -$390 ﹤0.01% 444
2024
Q3 		$4.48K Sell
31
-5
-14% -$636 ﹤0.01% 360
2024
Q2 		$3.98K Sell
36
-6
-14% -$681 ﹤0.01% 395
2024
Q1 		$5.08K Sell
42
-1
-2% -$107 ﹤0.01% 358
2023
Q4 		$4.44K Buy
+43
New +$3.65K ﹤0.01% 511

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pineridge Advisors's PHM Position: Q3 2025 in Review

Pineridge Advisors held its Pultegroup (PHM) position steady in Q3 2025 at 28 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Pineridge Advisors first reported a position in PHM in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.08K in Q1 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Pineridge Advisors held 28 shares of Pultegroup worth $3.74K as of Q3 2025.
  • Pineridge Advisors left its Pultegroup share count unchanged in Q3 2025.
  • Pultegroup made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #303 holding.
  • Pineridge Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Pultegroup position peaked at $5.08K in Q1 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.