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Trivium Point Advisory’s Pultegroup PHM Stock Holding History

Trivium Point Advisory’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
-2,218
Closed -$293K – 360
2025
Q3 		$293K Sell
2,218
-404
-15% -$50.2K 0.03% 299
2025
Q2 		$277K Buy
2,622
+175
+7% +$17.6K 0.03% 295
2025
Q1 		$252K Sell
2,447
-212
-8% -$22.9K 0.03% 300
2024
Q4 		$290K Sell
2,659
-411
-13% -$53.4K 0.04% 293
2024
Q3 		$391K Buy
3,070
+341
+12% +$43.4K 0.05% 248
2024
Q2 		$300K Buy
+2,729
New +$310K 0.04% 249
2021
Q2 		– Sell
-4,272
Closed -$224K – 225
2021
Q1 		$224K Buy
+4,272
New +$199K 0.06% 179
2019
Q2 		– Sell
-48,497
Closed -$1.36M – 170
2019
Q1 		$1.36M Buy
48,497
+2,935
+6% +$80K 0.63% 72
2018
Q4 		$1.18M Buy
+45,562
New +$1.13M 0.72% 67

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

Trivium Point Advisory's PHM Position: Q4 2025 in Review

Trivium Point Advisory sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 2,218 shares — an estimated $293K sold.

Trivium Point Advisory first reported a position in PHM in Q4 2018 and held it in 9 quarters. The position peaked at $1.36M in Q1 2019. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Trivium Point Advisory reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 2,218 Pultegroup shares in Q4 2025, an estimated $293K.
  • Trivium Point Advisory first reported a position in Pultegroup in Q4 2018 and held it in 9 quarters.
  • Trivium Point Advisory's Pultegroup position peaked at $1.36M in Q1 2019.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.