RWM
PHM icon

Rialto Wealth Management’s Pultegroup PHM Stock Holding History

Rialto Wealth Management’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 		$3.53K Buy
30
+8
+36% +$1.02K ﹤0.01% 670
2025
Q4 		$2.58K Buy
22
+1
+5% +$123 ﹤0.01% 657
2025
Q3 		$2.77K Buy
21
+5
+31% +$621 ﹤0.01% 577
2025
Q2 		$1.69K Buy
16
+1
+7% +$101 ﹤0.01% 660
2025
Q1 		$1.54K Buy
+15
New +$1.62K ﹤0.01% 588

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rialto Wealth Management's PHM Position: Q1 2026 in Review

Rialto Wealth Management increased its Pultegroup (PHM) stake by 36% in Q1 2026, buying an estimated $1.02K and bringing the position to 30 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Rialto Wealth Management first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Rialto Wealth Management held 30 shares of Pultegroup worth $3.53K as of Q1 2026.
  • Rialto Wealth Management bought 8 Pultegroup shares in Q1 2026, an estimated $1.02K.
  • Pultegroup made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #670 holding.
  • Rialto Wealth Management first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.