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TD Private Client Wealth’s Pultegroup PHM Stock Holding History

TD Private Client Wealth’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 		$333K Sell
2,834
-871
-24% -$112K 0.01% 556
2025
Q4 		$434K Buy
3,705
+212
+6% +$26K 0.01% 504
2025
Q3 		$462K Buy
3,493
+325
+10% +$40.4K 0.01% 500
2025
Q2 		$334K Buy
3,168
+644
+26% +$64.9K 0.01% 539
2025
Q1 		$259K Buy
2,524
+460
+22% +$49.7K 0.01% 549
2024
Q4 		$225K Buy
2,064
+205
+11% +$26.6K 0.01% 581
2024
Q3 		$267K Sell
1,859
-14
-0.7% -$1.78K 0.01% 554
2024
Q2 		$206K Buy
1,873
+6
+0.3% +$681 0.01% 567
2024
Q1 		$225K Buy
1,867
+9
+0.5% +$966 0.01% 561
2023
Q4 		$192K Buy
1,858
+208
+13% +$17.7K 0.01% 578
2023
Q3 		$122K Buy
1,650
+179
+12% +$14.3K 0.01% 613
2023
Q2 		$114K Buy
1,471
+13
+0.9% +$881 ﹤0.01% 637
2023
Q1 		$85K Buy
1,458
+27
+2% +$1.46K ﹤0.01% 673
2022
Q4 		$65.2K Buy
1,431
+230
+19% +$9.69K ﹤0.01% 694
2022
Q3 		$45K Sell
1,201
-9
-0.7% -$379 ﹤0.01% 749
2022
Q2 		$48K Sell
1,210
-114
-9% -$4.8K ﹤0.01% 745
2022
Q1 		$55.5K Buy
1,324
+616
+87% +$30.6K ﹤0.01% 749
2021
Q4 		$40.5K Sell
708
-140
-17% -$7.18K ﹤0.01% 771
2021
Q3 		$38.9K Sell
848
-81
-9% -$4.21K ﹤0.01% 782
2021
Q2 		$50.7K Sell
929
-3,513
-79% -$196K ﹤0.01% 735
2021
Q1 		$233K Sell
4,442
-915
-17% -$42.7K 0.01% 485
2020
Q4 		$231K Sell
5,357
-294
-5% -$13K 0.01% 470
2020
Q3 		$262K Buy
5,651
+446
+9% +$19.1K 0.01% 425
2020
Q2 		$177K Buy
5,205
+4,076
+361% +$122K 0.01% 465
2020
Q1 		$25.2K Buy
1,129
+73
+7% +$2.82K ﹤0.01% 665
2019
Q4 		$41K Buy
+1,056
New +$41K ﹤0.01% 633

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

TD Private Client Wealth's PHM Position: Q1 2026 in Review

TD Private Client Wealth reduced its Pultegroup (PHM) stake by 24% in Q1 2026, selling an estimated $112K and leaving 2,834 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #556.

TD Private Client Wealth first reported a position in PHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $462K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • TD Private Client Wealth held 2,834 shares of Pultegroup worth $333K as of Q1 2026.
  • TD Private Client Wealth sold 871 Pultegroup shares in Q1 2026, an estimated $112K.
  • Pultegroup made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #556 holding.
  • TD Private Client Wealth first reported a position in Pultegroup in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Pultegroup position peaked at $462K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.