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Trifecta Capital Advisors’s Pultegroup PHM Stock Holding History

Trifecta Capital Advisors’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
Q4 		– Sell
-31
Closed -$4.1K – 403
2025
Q3 		$4.1K Hold
31
– – ﹤0.01% 279
2025
Q2 		$3.27K Hold
31
– – ﹤0.01% 295
2025
Q1 		$3.19K Hold
31
– – ﹤0.01% 261
2024
Q4 		$3.38K Hold
31
– – ﹤0.01% 250
2024
Q3 		$4.45K Hold
31
– – ﹤0.01% 242
2024
Q2 		$3.41K Sell
31
-1
-3% -$114 ﹤0.01% 266
2024
Q1 		$3.86K Sell
32
-5
-14% -$536 ﹤0.01% 247
2023
Q4 		$3.82K Hold
37
– – ﹤0.01% 270
2023
Q3 		$2.74K Sell
37
-1
-3% -$80 ﹤0.01% 273
2023
Q2 		$2.95K Sell
38
-5
-12% -$339 ﹤0.01% 260
2023
Q1 		$2.51K Hold
43
– – ﹤0.01% 282
2022
Q4 		$1.96K Buy
+43
New +$1.81K ﹤0.01% 306

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's PHM Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 31 shares — an estimated $4.1K sold.

Trifecta Capital Advisors first reported a position in PHM in Q4 2022 and held it in 12 quarters. The position peaked at $4.45K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 31 Pultegroup shares in Q4 2025, an estimated $4.1K.
  • Trifecta Capital Advisors first reported a position in Pultegroup in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Pultegroup position peaked at $4.45K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.