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River Wealth Advisors’s Pultegroup PHM Stock Holding History

River Wealth 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
2026
Q1 		$3.19M Sell
27,103
-720
-3% -$92.2K 0.37% 63
2025
Q4 		$3.26M Sell
27,823
-488
-2% -$59.9K 0.37% 62
2025
Q3 		$3.74M Sell
28,311
-2,307
-8% -$287K 0.44% 55
2025
Q2 		$3.23M Sell
30,618
-580
-2% -$58.4K 0.4% 60
2025
Q1 		$3.21M Sell
31,198
-436
-1% -$47.1K 0.45% 53
2024
Q4 		$3.44M Sell
31,634
-2,423
-7% -$315K 0.46% 56
2024
Q3 		$4.89M Sell
34,057
-3,197
-9% -$406K 0.65% 43
2024
Q2 		$4.1M Sell
37,254
-1,020
-3% -$116K 0.59% 46
2024
Q1 		$4.62M Sell
38,274
-1,457
-4% -$156K 0.67% 40
2023
Q4 		$4.1M Sell
39,731
-3,120
-7% -$265K 0.65% 43
2023
Q3 		$3.17M Sell
42,851
-3,644
-8% -$290K 0.57% 49
2023
Q2 		$3.61M Sell
46,495
-1,097
-2% -$74.4K 0.61% 45
2023
Q1 		$2.77M Sell
47,592
-1,209
-2% -$65.3K 0.5% 62
2022
Q4 		$2.22M Sell
48,801
-438
-0.9% -$18.5K 0.43% 71
2022
Q3 		$1.85M Sell
49,239
-3,832
-7% -$161K 0.4% 68
2022
Q2 		$2.1M Sell
53,071
-2,002
-4% -$84.3K 0.39% 75
2022
Q1 		$2.31M Sell
55,073
-1,189
-2% -$59K 0.37% 75
2021
Q4 		$3.22M Sell
56,262
-549
-1% -$28.1K 0.5% 60
2021
Q3 		$2.61M Sell
56,811
-275
-0.5% -$14.3K 0.45% 63
2021
Q2 		$3.12M Sell
57,086
-1,261
-2% -$70.5K 0.55% 56
2021
Q1 		$3.06M Sell
58,347
-877
-1% -$40.9K 0.57% 54
2020
Q4 		$2.55M Sell
59,224
-440
-0.7% -$19.5K 0.55% 56
2020
Q3 		$2.76M Sell
59,664
-4,453
-7% -$191K 0.72% 44
2020
Q2 		$2.18M Buy
64,117
+300
+0.5% +$9.01K 0.66% 46
2020
Q1 		$1.42M Buy
63,817
+1,744
+3% +$67.4K 0.57% 61
2019
Q4 		$2.41M Sell
62,073
-1,795
-3% -$69.7K 0.81% 39
2019
Q3 		$2.33M Sell
63,868
-1,681
-3% -$55.9K 0.88% 41
2019
Q2 		$2.07M Sell
65,549
-2,531
-4% -$79K 0.81% 45
2019
Q1 		$1.9M Sell
68,080
-4,940
-7% -$135K 0.8% 48
2018
Q4 		$1.9M Sell
73,020
-23,065
-24% -$570K 0.84% 41
2018
Q3 		$2.38M Sell
96,085
-7,543
-7% -$214K 0.88% 36
2018
Q2 		$2.98M Sell
103,628
-1,513
-1% -$45.5K 1.16% 23
2018
Q1 		$3.1M Sell
105,141
-117
-0.1% -$3.63K 1.31% 18
2017
Q4 		$3.5M Buy
105,258
+2,697
+3% +$83.8K 1.46% 15
2017
Q3 		$2.8M Buy
102,561
+2,754
+3% +$69.7K 1.27% 19
2017
Q2 		$2.45M Sell
99,807
-2,111
-2% -$49.3K 1.14% 29
2017
Q1 		$2.4M Buy
101,918
+1,220
+1% +$26.3K 1.16% 25
2016
Q4 		$1.85M Buy
100,698
+3,015
+3% +$57.3K 0.94% 39
2016
Q3 		$1.96M Buy
97,683
+3,542
+4% +$73.4K 1.08% 31
2016
Q2 		$1.83M Buy
94,141
+771
+0.8% +$14.3K 1.05% 31
2016
Q1 		$1.75M Buy
93,370
+970
+1% +$16.5K 1.04% 33
2015
Q4 		$1.65M Buy
92,400
+6,304
+7% +$118K 1.04% 32
2015
Q3 		$1.63M Buy
86,096
+5,736
+7% +$117K 1.12% 29
2015
Q2 		$1.62M Buy
80,360
+3,719
+5% +$75.4K 1.03% 31
2015
Q1 		$1.7M Buy
+76,641
New +$1.67M 1.05% 31

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

River Wealth Advisors's PHM Position: Q1 2026 in Review

River Wealth Advisors reduced its Pultegroup (PHM) stake by 2.6% in Q1 2026, selling an estimated $92.2K and leaving 27,103 shares worth $3.19M. The position accounts for 0.37% of the portfolio, ranked #63.

River Wealth Advisors first reported a position in PHM in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.89M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • River Wealth Advisors held 27,103 shares of Pultegroup worth $3.19M as of Q1 2026.
  • River Wealth Advisors sold 720 Pultegroup shares in Q1 2026, an estimated $92.2K.
  • Pultegroup made up 0.37% of River Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • River Wealth Advisors first reported a position in Pultegroup in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Pultegroup position peaked at $4.89M in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.