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Segment Wealth Management’s Pultegroup PHM Stock Holding History

Segment 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
Q1 		– Sell
-4,800
Closed -$523K – 288
2024
Q4 		$523K Sell
4,800
-83,492
-95% -$10.8M 0.04% 191
2024
Q3 		$12.7M Buy
+88,292
New +$11.2M 0.87% 47

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Segment Wealth Management's PHM Position: Q1 2025 in Review

Segment Wealth Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 4,800 shares — an estimated $523K sold.

Segment Wealth Management first reported a position in PHM in Q3 2024 and held it in 2 quarters. The position peaked at $12.7M in Q3 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Segment Wealth Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Segment Wealth Management sold 4,800 Pultegroup shares in Q1 2025, an estimated $523K.
  • Segment Wealth Management first reported a position in Pultegroup in Q3 2024 and held it in 2 quarters.
  • Segment Wealth Management's Pultegroup position peaked at $12.7M in Q3 2024.
  • 959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Segment Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.