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Sowell Financial Services’s Pultegroup PHM Stock Holding History

Sowell 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
2026
Q1 		– Sell
-7,265
Closed -$852K – 1174
2025
Q4 		$852K Buy
7,265
+127
+2% +$15.6K 0.03% 473
2025
Q3 		$943K Buy
7,138
+257
+4% +$31.9K 0.04% 438
2025
Q2 		$726K Buy
6,881
+1,004
+17% +$101K 0.03% 508
2025
Q1 		$604K Buy
+5,877
New +$635K 0.03% 538
2021
Q2 		– Sell
-9,379
Closed -$568K – 2095
2021
Q1 		$568K Buy
9,379
+2,453
+35% +$114K 0.02% 600
2020
Q4 		$299K Buy
6,926
+774
+13% +$34.3K 0.01% 699
2020
Q3 		$285K Buy
6,152
+897
+17% +$38.4K 0.01% 632
2020
Q2 		$179K Buy
5,255
+5,205
+10,410% +$156K 0.01% 761
2020
Q1 		$1K Buy
50
+4
+9% +$154 ﹤0.01% 2298
2019
Q4 		$2K Sell
46
-208
-82% -$8.08K ﹤0.01% 2219
2019
Q3 		$9K Buy
+254
New +$8.45K ﹤0.01% 1574

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sowell Financial Services's PHM Position: Q1 2026 in Review

Sowell Financial Services sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 7,265 shares — an estimated $852K sold.

Sowell Financial Services first reported a position in PHM in Q3 2019 and held it in 11 quarters. The position peaked at $943K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Sowell Financial Services reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,265 Pultegroup shares in Q1 2026, an estimated $852K.
  • Sowell Financial Services first reported a position in Pultegroup in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's Pultegroup position peaked at $943K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.