Trivant Custom Portfolio Group’s Pultegroup PHM Stock Holding History

Trivant Custom Portfolio Group’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	-9,764	Closed	-$1M	–	176
2025 Q1	$1M	Sell	9,764 -4,510	-32%	-$487K	0.58%	52
2024 Q4	$1.55M	Sell	14,274 -1,045	-7%	-$136K	0.91%	33
2024 Q3	$2.2M	Buy	15,319 +401	+3%	+$51K	1.27%	28
2024 Q2	$1.64M	Buy	14,918 +1,472	+11%	+$167K	1.01%	32
2024 Q1	$1.62M	Buy	+13,446	New	+$1.44M	1.03%	37

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Trivant Custom Portfolio Group's PHM Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 9,764 shares — an estimated $1M sold.

Trivant Custom Portfolio Group first reported a position in PHM in Q1 2024 and held it in 5 quarters. The position peaked at $2.2M in Q3 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 9,764 Pultegroup shares in Q2 2025, an estimated $1M.
Trivant Custom Portfolio Group first reported a position in Pultegroup in Q1 2024 and held it in 5 quarters.
Trivant Custom Portfolio Group's Pultegroup position peaked at $2.2M in Q3 2024.
947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.