PrairieView Partners’s Pultegroup PHM Stock Holding History

PrairieView Partners’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	$21K	Hold	200	–	–	﹤0.01%	240
2025 Q1	$20K	Sell	200 -300	-60%	-$32.4K	﹤0.01%	239
2024 Q4	$54K	Hold	500	–	–	0.01%	193
2024 Q3	$71K	Buy	+500	New	+$63.6K	0.01%	171
2020 Q4	–	Sell	-100	Closed	-$5K	–	322
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	263
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	270
2020 Q1	$2K	Buy	+100	New	+$3.86K	﹤0.01%	273

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PrairieView Partners's PHM Position: Q2 2025 in Review

PrairieView Partners held its Pultegroup (PHM) position steady in Q2 2025 at 200 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

PrairieView Partners first reported a position in PHM in Q1 2020 and has held it in 7 quarters since. The position peaked at $71K in Q3 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

PrairieView Partners held 200 shares of Pultegroup worth $21K as of Q2 2025.
PrairieView Partners left its Pultegroup share count unchanged in Q2 2025.
Pultegroup made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #240 holding.
PrairieView Partners first reported a position in Pultegroup in Q1 2020 and has held it in 7 quarters since.
PrairieView Partners's Pultegroup position peaked at $71K in Q3 2024.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.