Red Tortoise LLC’s Pultegroup PHM Stock Holding History

Red Tortoise LLC’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
2026 Q1	$6.35K	Hold	54	–	–	﹤0.01%	355
2025 Q4	$6.33K	Hold	54	–	–	﹤0.01%	350
2025 Q3	$7.13K	Hold	54	–	–	﹤0.01%	336
2025 Q2	$5.7K	Hold	54	–	–	﹤0.01%	350
2025 Q1	$5.55K	Hold	54	–	–	﹤0.01%	330
2024 Q4	$5.88K	Hold	54	–	–	﹤0.01%	333
2024 Q3	$7.75K	Hold	54	–	–	﹤0.01%	298
2024 Q2	$5.95K	Hold	54	–	–	﹤0.01%	324
2024 Q1	$6.51K	Hold	54	–	–	﹤0.01%	306
2023 Q4	$5.57K	Hold	54	–	–	﹤0.01%	277
2023 Q3	$4K	Hold	54	–	–	﹤0.01%	315
2023 Q2	$4.2K	Hold	54	–	–	﹤0.01%	316
2023 Q1	$3.15K	Hold	54	–	–	﹤0.01%	348
2022 Q4	$2.46K	Buy	+54	New	+$2.27K	﹤0.01%	442
2021 Q4	–	Sell	-54	Closed	-$2K	–	393
2021 Q3	$2K	Buy	+54	New	+$2.81K	﹤0.01%	459

Other funds holding PHM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Red Tortoise LLC's PHM Position: Q1 2026 in Review

Red Tortoise LLC held its Pultegroup (PHM) position steady in Q1 2026 at 54 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Red Tortoise LLC first reported a position in PHM in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.75K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Red Tortoise LLC held 54 shares of Pultegroup worth $6.35K as of Q1 2026.
Red Tortoise LLC left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #355 holding.
Red Tortoise LLC first reported a position in Pultegroup in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Pultegroup position peaked at $7.75K in Q3 2024.
1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.