Simon Quick Advisors’s Pultegroup PHM Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-3,964	Closed	-$408K	–	573
2025 Q1	$408K	Buy	+3,964	New	+$428K	0.02%	347

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Simon Quick Advisors's PHM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3,964 shares — an estimated $408K sold.

Simon Quick Advisors first reported a position in PHM in Q1 2025 and held it in 1 quarter. The position peaked at $408K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Simon Quick Advisors reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 3,964 Pultegroup shares in Q2 2025, an estimated $408K.
Simon Quick Advisors first reported a position in Pultegroup in Q1 2025 and held it in 1 quarter.
Simon Quick Advisors's Pultegroup position peaked at $408K in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.