Riversedge Advisors
PHM icon

Riversedge Advisors’s Pultegroup PHM Stock Holding History

Riversedge 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
Q3 		$305K Sell
2,624
-34
-1% -$4.27K 0.04% 246
2026
Q2 		$365K Sell
2,658
-321
-11% -$39K 0.05% 168
2026
Q1 		$350K Buy
2,979
+780
+35% +$100K 0.06% 121
2025
Q4 		$258K Buy
2,199
+316
+17% +$38.8K 0.04% 163
2025
Q3 		$249K Buy
+1,883
New +$234K 0.04% 154

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Riversedge Advisors's PHM Position: Q3 2026 in Review

Riversedge Advisors reduced its Pultegroup (PHM) stake by 1.3% in Q3 2026, selling an estimated $4.27K and leaving 2,624 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #246.

Riversedge Advisors first reported a position in PHM in Q3 2025 and has held it in 5 quarters since. The position peaked at $365K in Q2 2026. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Riversedge Advisors held 2,624 shares of Pultegroup worth $305K as of Q3 2026.
  • Riversedge Advisors sold 34 Pultegroup shares in Q3 2026, an estimated $4.27K.
  • Pultegroup made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #246 holding.
  • Riversedge Advisors first reported a position in Pultegroup in Q3 2025 and has held it in 5 quarters since.
  • Riversedge Advisors's Pultegroup position peaked at $365K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.