Stephens Consulting’s Pultegroup PHM Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-6	Closed	-$633	–	952
2025 Q2	$633	Buy	+6	New	+$605	﹤0.01%	835

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Consulting's PHM Position: Q3 2025 in Review

Stephens Consulting sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 6 shares — an estimated $633 sold.

Stephens Consulting first reported a position in PHM in Q2 2025 and held it in 1 quarter. The position peaked at $633 in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Stephens Consulting reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 6 Pultegroup shares in Q3 2025, an estimated $633.
Stephens Consulting first reported a position in Pultegroup in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Pultegroup position peaked at $633 in Q2 2025.
986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.