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Prospera Financial Services’s Pultegroup PHM Stock Holding History

Prospera Financial Services’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
-5,067
Closed -$552K – 1220
2024
Q4 		$552K Sell
5,067
-4,587
-48% -$596K 0.01% 713
2024
Q3 		$1.39M Buy
9,654
+438
+5% +$55.7K 0.04% 423
2024
Q2 		$1.01M Buy
+9,216
New +$1.05M 0.03% 494
2022
Q2 		– Sell
-132
Closed -$6K – 2324
2022
Q1 		$6K Buy
+132
New +$6.55K ﹤0.01% 2224
2020
Q4 		– Sell
-232
Closed -$11K – 1311
2020
Q3 		$11K Buy
+232
New +$9.93K ﹤0.01% 1095
2018
Q1 		– Sell
-6,606
Closed -$223K – 461
2017
Q4 		$223K Buy
+6,606
New +$205K 0.03% 359

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 $3.38T AUM 44.17% 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

Prospera Financial Services's PHM Position: Q1 2025 in Review

Prospera Financial Services sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 5,067 shares — an estimated $552K sold.

Prospera Financial Services first reported a position in PHM in Q4 2017 and held it in 6 quarters. The position peaked at $1.39M in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Prospera Financial Services reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 5,067 Pultegroup shares in Q1 2025, an estimated $552K.
  • Prospera Financial Services first reported a position in Pultegroup in Q4 2017 and held it in 6 quarters.
  • Prospera Financial Services's Pultegroup position peaked at $1.39M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.