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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Advisory Group's PHM Position: Q1 2025 in Review

Private Advisory Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 7,429 shares — an estimated $809K sold.

Private Advisory Group first reported a position in PHM in Q3 2023 and held it in 6 quarters. The position peaked at $1.1M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Private Advisory Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 7,429 Pultegroup shares in Q1 2025, an estimated $809K.
Private Advisory Group first reported a position in Pultegroup in Q3 2023 and held it in 6 quarters.
Private Advisory Group's Pultegroup position peaked at $1.1M in Q3 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.