SW
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SkyOak Wealth’s Pultegroup PHM Stock Holding History

SkyOak Wealth’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 		– Sell
-3,679
Closed -$431K – 270
2025
Q4 		$431K Sell
3,679
-263
-7% -$32.3K 0.08% 141
2025
Q3 		$521K Buy
3,942
+47
+1% +$5.84K 0.1% 123
2025
Q2 		$411K Buy
3,895
+216
+6% +$21.8K 0.08% 143
2025
Q1 		$378K Buy
+3,679
New +$397K 0.08% 136
2024
Q3 		– Sell
-4,110
Closed -$453K – 255
2024
Q2 		$453K Sell
4,110
-3,150
-43% -$358K 0.11% 126
2024
Q1 		$876K Buy
7,260
+1,342
+23% +$144K 0.21% 84
2023
Q4 		$611K Buy
+5,918
New +$503K 0.16% 103
2022
Q4 		– Sell
-6,723
Closed -$252K – 241
2022
Q3 		$252K Buy
+6,723
New +$283K 0.09% 172
2022
Q2 		– Sell
-5,484
Closed -$230K – 245
2022
Q1 		$230K Sell
5,484
-2,077
-27% -$103K 0.06% 205
2021
Q4 		$432K Buy
7,561
+602
+9% +$30.9K 0.11% 145
2021
Q3 		$320K Buy
+6,959
New +$362K 0.09% 164
2021
Q2 		– Sell
-6,816
Closed -$400K – 243
2021
Q1 		$400K Buy
+6,816
New +$318K 0.11% 145
2020
Q1 		– Sell
-5,929
Closed -$230K – 271
2019
Q4 		$230K Buy
+5,929
New +$230K 0.07% 262

Other funds holding PHM

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
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

SkyOak Wealth's PHM Position: Q1 2026 in Review

SkyOak Wealth sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,679 shares — an estimated $431K sold.

SkyOak Wealth first reported a position in PHM in Q4 2019 and held it in 13 quarters. The position peaked at $876K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • SkyOak Wealth reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • SkyOak Wealth sold 3,679 Pultegroup shares in Q1 2026, an estimated $431K.
  • SkyOak Wealth first reported a position in Pultegroup in Q4 2019 and held it in 13 quarters.
  • SkyOak Wealth's Pultegroup position peaked at $876K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.