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Three Seasons Wealth’s Pultegroup PHM Stock Holding History

Three Seasons 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 		– Sell
-1,927
Closed -$226K – 227
2025
Q4 		$226K Hold
1,927
– – 0.02% 171
2025
Q3 		$255K Sell
1,927
-1,877
-49% -$233K 0.03% 153
2025
Q2 		$402K Hold
3,804
– – 0.05% 77
2025
Q1 		$392K Hold
3,804
– – 0.19% 74
2024
Q4 		$415K Buy
+3,804
New +$494K 0.2% 89
2024
Q1 		– Sell
-2,017
Closed -$208K – 92
2023
Q4 		$208K Buy
+2,017
New +$171K 0.18% 79

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

Three Seasons Wealth's PHM Position: Q1 2026 in Review

Three Seasons Wealth sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,927 shares — an estimated $226K sold.

Three Seasons Wealth first reported a position in PHM in Q4 2023 and held it in 6 quarters. The position peaked at $415K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Three Seasons Wealth reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Three Seasons Wealth sold 1,927 Pultegroup shares in Q1 2026, an estimated $226K.
  • Three Seasons Wealth first reported a position in Pultegroup in Q4 2023 and held it in 6 quarters.
  • Three Seasons Wealth's Pultegroup position peaked at $415K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.