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Sound Income Strategies’s Pultegroup PHM Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-2
Closed -$243 – 2555
2025
Q3 		$243 Sell
2
-140
-99% -$17.4K ﹤0.01% 1591
2025
Q2 		$15K Sell
142
-1,926
-93% -$194K ﹤0.01% 824
2025
Q1 		$213K Buy
2,068
+107
+5% +$11.6K 0.01% 271
2024
Q4 		$214K Buy
1,961
+384
+24% +$49.9K 0.01% 239
2024
Q3 		$226K Buy
+1,577
New +$201K 0.01% 231
2020
Q1 		– Sell
-8
Closed – – 843
2019
Q4 		$0 Hold
8
– – ﹤0.01% 759
2019
Q3 		$0 Hold
8
– – ﹤0.01% 739
2019
Q2 		$0 Hold
8
– – ﹤0.01% 742
2019
Q1 		$0 Hold
8
– – ﹤0.01% 758
2018
Q4 		$0 Hold
8
– – ﹤0.01% 760
2018
Q3 		$0 Buy
+8
New +$227 ﹤0.01% 812

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's PHM Position: Q4 2025 in Review

Sound Income Strategies sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 2 shares — an estimated $243 sold.

Sound Income Strategies first reported a position in PHM in Q3 2018 and held it in 11 quarters. The position peaked at $226K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Sound Income Strategies reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 2 Pultegroup shares in Q4 2025, an estimated $243.
  • Sound Income Strategies first reported a position in Pultegroup in Q3 2018 and held it in 11 quarters.
  • Sound Income Strategies's Pultegroup position peaked at $226K in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.