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SC&H Financial Advisors’s Pultegroup PHM Stock Holding History

SC&H Financial 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 		$292K Hold
2,480
– – 0.04% 125
2025
Q4 		$291K Hold
2,480
– – 0.05% 128
2025
Q3 		$328K Hold
2,480
– – 0.05% 110
2025
Q2 		$262K Hold
2,480
– – 0.04% 129
2025
Q1 		$255K Hold
2,480
– – 0.05% 127
2024
Q4 		$270K Hold
2,480
– – 0.06% 121
2024
Q3 		$356K Hold
2,480
– – 0.08% 108
2024
Q2 		$273K Hold
2,480
– – 0.07% 123
2024
Q1 		$299K Hold
2,480
– – 0.08% 115
2023
Q4 		$256K Buy
+2,480
New +$211K 0.07% 120

Other funds holding PHM

BlackRock
BlackRock New York $5.7T 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