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Turning Point Benefit Group’s Pultegroup PHM Stock Holding History

Turning Point Benefit 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
2026
Q1 		– Sell
-28
Closed -$3.28K – 598
2025
Q4 		$3.28K Buy
28
+14
+100% +$1.72K ﹤0.01% 361
2025
Q3 		$1.88K Buy
+14
New +$1.74K ﹤0.01% 311

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Turning Point Benefit Group's PHM Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 28 shares — an estimated $3.28K sold.

Turning Point Benefit Group first reported a position in PHM in Q3 2025 and held it in 2 quarters. The position peaked at $3.28K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 28 Pultegroup shares in Q1 2026, an estimated $3.28K.
  • Turning Point Benefit Group first reported a position in Pultegroup in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Pultegroup position peaked at $3.28K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.