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Smartleaf Asset Management’s Pultegroup PHM Stock Holding History

Smartleaf Asset 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
2026
Q1 		$240K Sell
2,109
-24
-1% -$3.07K 0.01% 721
2025
Q4 		$252K Buy
2,133
+114
+6% +$14K 0.01% 707
2025
Q3 		$269K Buy
2,019
+739
+58% +$91.8K 0.02% 634
2025
Q2 		$135K Sell
1,280
-431
-25% -$43.4K 0.01% 738
2025
Q1 		$174K Sell
1,711
-383
-18% -$41.4K 0.02% 615
2024
Q4 		$228K Sell
2,094
-187
-8% -$24.3K 0.02% 499
2024
Q3 		$327K Buy
2,281
+170
+8% +$21.6K 0.04% 365
2024
Q2 		$232K Sell
2,111
-1,537
-42% -$175K 0.04% 349
2024
Q1 		$431K Buy
3,648
+1,780
+95% +$191K 0.08% 238
2023
Q4 		$193K Buy
+1,868
New +$159K 0.05% 320

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

Smartleaf Asset Management's PHM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Pultegroup (PHM) stake by 1.1% in Q1 2026, selling an estimated $3.07K and leaving 2,109 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #721.

Smartleaf Asset Management first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $431K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Smartleaf Asset Management held 2,109 shares of Pultegroup worth $240K as of Q1 2026.
  • Smartleaf Asset Management sold 24 Pultegroup shares in Q1 2026, an estimated $3.07K.
  • Pultegroup made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #721 holding.
  • Smartleaf Asset Management first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Pultegroup position peaked at $431K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.