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The Family Firm’s Pultegroup PHM Stock Holding History

The Family Firm’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
Q2 		– Sell
-4,042
Closed -$416K – 175
2025
Q1 		$416K Buy
4,042
+8
+0.2% +$864 0.09% 135
2024
Q4 		$439K Sell
4,034
-134
-3% -$17.4K 0.1% 128
2024
Q3 		$598K Buy
4,168
+89
+2% +$11.3K 0.13% 104
2024
Q2 		$449K Buy
4,079
+8
+0.2% +$908 0.1% 121
2024
Q1 		$491K Sell
4,071
-267
-6% -$28.6K 0.12% 113
2023
Q4 		$448K Buy
4,338
+10
+0.2% +$850 0.12% 114
2023
Q3 		$320K Buy
4,328
+9
+0.2% +$717 0.09% 134
2023
Q2 		$335K Buy
4,319
+12
+0.3% +$813 0.09% 137
2023
Q1 		$251K Buy
+4,307
New +$233K 0.07% 155
2022
Q1 		– Sell
-4,418
Closed -$253K – 181
2021
Q4 		$253K Hold
4,418
– – 0.07% 163
2021
Q3 		$222K Buy
4,418
+19
+0.4% +$987 0.06% 171
2021
Q2 		$240K Buy
4,399
+189
+4% +$10.6K 0.07% 156
2021
Q1 		$221K Buy
+4,210
New +$197K 0.06% 158

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

The Family Firm's PHM Position: Q2 2025 in Review

The Family Firm sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 4,042 shares — an estimated $416K sold.

The Family Firm first reported a position in PHM in Q1 2021 and held it in 13 quarters. The position peaked at $598K in Q3 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • The Family Firm reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,042 Pultegroup shares in Q2 2025, an estimated $416K.
  • The Family Firm first reported a position in Pultegroup in Q1 2021 and held it in 13 quarters.
  • The Family Firm's Pultegroup position peaked at $598K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.