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Rise Advisors’s Pultegroup PHM Stock Holding History

Rise Advisors’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
Q4 		– Sell
-166
Closed -$22K – 1069
2025
Q3 		$22K Buy
166
+16
+11% +$1.99K 0.01% 526
2025
Q2 		$15.8K Buy
150
+6
+4% +$605 0.01% 680
2025
Q1 		$14.8K Buy
144
+14
+11% +$1.51K 0.01% 692
2024
Q4 		$14.1K Buy
130
+5
+4% +$649 0.01% 860
2024
Q3 		$18K Hold
125
– – 0.01% 758
2024
Q2 		$13.8K Hold
125
– – 0.01% 875
2024
Q1 		$15.1K Buy
+125
New +$13.4K 0.01% 854
2023
Q2 		– Sell
-14
Closed -$816 – 769
2023
Q1 		$816 Buy
+14
New +$756 ﹤0.01% 679

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's PHM Position: Q4 2025 in Review

Rise Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 166 shares — an estimated $22K sold.

Rise Advisors first reported a position in PHM in Q1 2023 and held it in 8 quarters. The position peaked at $22K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Rise Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 166 Pultegroup shares in Q4 2025, an estimated $22K.
  • Rise Advisors first reported a position in Pultegroup in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Pultegroup position peaked at $22K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.