Tyler-Stone Wealth Management’s Pultegroup PHM Stock Holding History

Tyler-Stone Wealth Management’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	$268K	Hold	2,544	–	–	0.04%	288
2025 Q1	$262K	Sell	2,544 -470	-16%	-$50.8K	0.05%	276
2024 Q4	$328K	Sell	3,014 -8,520	-74%	-$1.11M	0.06%	239
2024 Q3	$1.66M	Buy	11,534 +6,184	+116%	+$786K	0.31%	66
2024 Q2	$589K	Sell	5,350 -807	-13%	-$91.6K	0.24%	82
2024 Q1	$743K	Buy	6,157 +300	+5%	+$32.2K	0.33%	61
2023 Q4	$605K	Sell	5,857 -1,209	-17%	-$103K	0.3%	70
2023 Q3	$523K	Buy	7,066 +1,086	+18%	+$86.6K	0.3%	69
2023 Q2	$465K	Buy	+5,980	New	+$405K	0.26%	77
2022 Q4	$22K	Hold	475	–	–	0.02%	434
2022 Q3	$18K	Hold	475	–	–	0.01%	452
2022 Q2	$19K	Sell	475 -375	-44%	-$15.8K	0.01%	456
2022 Q1	$36K	Hold	850	–	–	0.02%	392
2021 Q4	$49K	Buy	+850	New	+$43.6K	0.03%	364

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tyler-Stone Wealth Management's PHM Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Pultegroup (PHM) position steady in Q2 2025 at 2,544 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #288.

Tyler-Stone Wealth Management first reported a position in PHM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.66M in Q3 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Tyler-Stone Wealth Management held 2,544 shares of Pultegroup worth $268K as of Q2 2025.
Tyler-Stone Wealth Management left its Pultegroup share count unchanged in Q2 2025.
Pultegroup made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #288 holding.
Tyler-Stone Wealth Management first reported a position in Pultegroup in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Pultegroup position peaked at $1.66M in Q3 2024.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.