Transce3nd’s Pultegroup PHM Stock Holding History

Transce3nd’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	-5	Closed	-$527	–	860
2025 Q2	$527	Hold	5	–	–	﹤0.01%	1075
2025 Q1	$514	Hold	5	–	–	﹤0.01%	1033
2024 Q4	$545	Buy	+5	New	+$649	﹤0.01%	1296

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 $3.37T AUM 44.26% 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

Transce3nd's PHM Position: Q3 2025 in Review

Transce3nd sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 5 shares — an estimated $527 sold.

Transce3nd first reported a position in PHM in Q4 2024 and held it in 3 quarters. The position peaked at $545 in Q4 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Transce3nd reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 5 Pultegroup shares in Q3 2025, an estimated $527.
Transce3nd first reported a position in Pultegroup in Q4 2024 and held it in 3 quarters.
Transce3nd's Pultegroup position peaked at $545 in Q4 2024.
987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.