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Prevail Innovative Wealth Advisors’s Pultegroup PHM Stock Holding History

Prevail Innovative Wealth 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 		– Sell
-58,749
Closed -$6.2M – 232
2025
Q2 		$6.2M Buy
58,749
+20,395
+53% +$2.05M 1.39% 13
2025
Q1 		$3.94M Buy
+38,354
New +$4.14M 1.05% 28

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 $8.66B AUM 17.37% 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

Prevail Innovative Wealth Advisors's PHM Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 58,749 shares — an estimated $6.2M sold.

Prevail Innovative Wealth Advisors first reported a position in PHM in Q1 2025 and held it in 2 quarters. The position peaked at $6.2M in Q2 2025. 985 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 58,749 Pultegroup shares in Q3 2025, an estimated $6.2M.
  • Prevail Innovative Wealth Advisors first reported a position in Pultegroup in Q1 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Pultegroup position peaked at $6.2M in Q2 2025.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.