PAG
PHM icon

Private Advisory Group’s Pultegroup PHM Stock Holding History

Private Advisory 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
-7,429
Closed -$809K – 228
2024
Q4 		$809K Sell
7,429
-255
-3% -$33.1K 0.09% 133
2024
Q3 		$1.1M Sell
7,684
-950
-11% -$121K 0.13% 110
2024
Q2 		$951K Sell
8,634
-487
-5% -$55.3K 0.12% 107
2024
Q1 		$1.1M Buy
9,121
+622
+7% +$66.7K 0.16% 92
2023
Q4 		$877K Buy
8,499
+1,654
+24% +$141K 0.15% 105
2023
Q3 		$507K Buy
+6,845
New +$546K 0.1% 136

Other funds holding PHM

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return