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Ruedi Wealth Management’s Pultegroup PHM Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-3
Closed -$308 – 254
2025
Q1 		$308 Hold
3
– – ﹤0.01% 317
2024
Q4 		$327 Hold
3
– – ﹤0.01% 320
2024
Q3 		$431 Sell
3
-3
-50% -$381 ﹤0.01% 322
2024
Q2 		$661 Buy
+6
New +$681 ﹤0.01% 400

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ruedi Wealth Management's PHM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3 shares — an estimated $308 sold.

Ruedi Wealth Management first reported a position in PHM in Q2 2024 and held it in 4 quarters. The position peaked at $661 in Q2 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 3 Pultegroup shares in Q2 2025, an estimated $308.
  • Ruedi Wealth Management first reported a position in Pultegroup in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Pultegroup position peaked at $661 in Q2 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.