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Stratos Wealth Partners’s Pultegroup PHM Stock Holding History

Stratos Wealth Partners’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 		$365K Buy
3,104
+1,030
+50% +$132K ﹤0.01% 1214
2025
Q4 		$243K Sell
2,074
-67
-3% -$8.22K ﹤0.01% 1408
2025
Q3 		$283K Buy
2,141
+241
+13% +$29.9K ﹤0.01% 1276
2025
Q2 		$200K Sell
1,900
-4,352
-70% -$438K ﹤0.01% 1339
2025
Q1 		$643K Sell
6,252
-3,982
-39% -$430K 0.01% 802
2024
Q4 		$1.11M Buy
10,234
+756
+8% +$98.2K 0.02% 656
2024
Q3 		$1.36M Sell
9,478
-1,094
-10% -$139K 0.02% 567
2024
Q2 		$1.16M Buy
10,572
+566
+6% +$64.3K 0.02% 592
2024
Q1 		$1.21M Buy
10,006
+112
+1% +$12K 0.02% 586
2023
Q4 		$1.02M Buy
9,894
+3,163
+47% +$269K 0.02% 625
2023
Q3 		$498K Buy
6,731
+46
+0.7% +$3.67K 0.01% 818
2023
Q2 		$519K Buy
+6,685
New +$453K 0.01% 752
2023
Q1 		– Sell
-6,247
Closed -$284K – 1194
2022
Q4 		$284K Sell
6,247
-287
-4% -$12.1K 0.01% 912
2022
Q3 		$245K Sell
6,534
-472
-7% -$19.9K 0.01% 939
2022
Q2 		$278K Buy
7,006
+294
+4% +$12.4K 0.01% 958
2022
Q1 		$281K Sell
6,712
-2,135
-24% -$106K 0.01% 1011
2021
Q4 		$506K Buy
8,847
+975
+12% +$50K 0.01% 806
2021
Q3 		$362K Buy
7,872
+12
+0.2% +$624 0.01% 883
2021
Q2 		$429K Buy
7,860
+70
+0.9% +$3.91K 0.01% 829
2021
Q1 		$409K Sell
7,790
-1,055
-12% -$49.2K 0.01% 773
2020
Q4 		$381K Buy
8,845
+4,259
+93% +$189K 0.01% 757
2020
Q3 		$212K Buy
+4,586
New +$196K 0.01% 905
2018
Q4 		– Sell
-6,190
Closed -$153K – 2034
2018
Q3 		$153K Sell
6,190
-5,109
-45% -$145K 0.01% 945
2018
Q2 		$325K Buy
11,299
+1,550
+16% +$46.6K 0.01% 708
2018
Q1 		$288K Buy
9,749
+5,428
+126% +$168K 0.01% 742
2017
Q4 		$144K Buy
+4,321
New +$134K 0.01% 1005

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

Stratos Wealth Partners's PHM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Pultegroup (PHM) stake by 50% in Q1 2026, buying an estimated $132K and bringing the position to 3,104 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Stratos Wealth Partners first reported a position in PHM in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.36M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Stratos Wealth Partners held 3,104 shares of Pultegroup worth $365K as of Q1 2026.
  • Stratos Wealth Partners bought 1,030 Pultegroup shares in Q1 2026, an estimated $132K.
  • Pultegroup made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1214 holding.
  • Stratos Wealth Partners first reported a position in Pultegroup in Q4 2017 and has held it in 26 quarters since.
  • Stratos Wealth Partners's Pultegroup position peaked at $1.36M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.