Sharp Financial Services’s Pultegroup PHM Stock Holding History

Sharp Financial Services’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	-2,660	Closed	-$290K	–	99
2024 Q4	$290K	Buy	2,660 +1,230	+86%	+$160K	0.22%	73
2024 Q3	$205K	Buy	+1,430	New	+$182K	0.16%	95

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sharp Financial Services's PHM Position: Q1 2025 in Review

Sharp Financial Services sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,660 shares — an estimated $290K sold.

Sharp Financial Services first reported a position in PHM in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Sharp Financial Services reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Sharp Financial Services sold 2,660 Pultegroup shares in Q1 2025, an estimated $290K.
Sharp Financial Services first reported a position in Pultegroup in Q3 2024 and held it in 2 quarters.
Sharp Financial Services's Pultegroup position peaked at $290K in Q4 2024.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.