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Pinnacle Wealth Management Group’s Pultegroup PHM Stock Holding History

Pinnacle Wealth Management Group’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
-1,900
Closed -$207K – 120
2024
Q4 		$207K Hold
1,900
– – 0.13% 110
2024
Q3 		$273K Hold
1,900
– – 0.17% 95
2024
Q2 		$209K Hold
1,900
– – 0.14% 98
2024
Q1 		$229K Buy
+1,900
New +$204K 0.17% 92

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

Pinnacle Wealth Management Group's PHM Position: Q1 2025 in Review

Pinnacle Wealth Management Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,900 shares — an estimated $207K sold.

Pinnacle Wealth Management Group first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Pinnacle Wealth Management Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 1,900 Pultegroup shares in Q1 2025, an estimated $207K.
  • Pinnacle Wealth Management Group first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
  • Pinnacle Wealth Management Group's Pultegroup position peaked at $273K in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2025, filed 11 Apr 2025.