VWM
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Valley Wealth Managers’s Pultegroup PHM Stock Holding History

Valley Wealth Managers’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
-1
Closed -$64 – 359
2025
Q4 		$64 Hold
1
– – ﹤0.01% 349
2025
Q3 		$72 Hold
1
– – ﹤0.01% 295
2025
Q2 		$57 Buy
+1
New +$101 ﹤0.01% 292
2025
Q1 		– Hold
0
– – – 377

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

Valley Wealth Managers's PHM Position: Q1 2026 in Review

Valley Wealth Managers sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1 share — an estimated $64 sold.

Valley Wealth Managers first reported a position in PHM in Q2 2025 and held it in 3 quarters. The position peaked at $72 in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Valley Wealth Managers reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 1 Pultegroup share in Q1 2026, an estimated $64.
  • Valley Wealth Managers first reported a position in Pultegroup in Q2 2025 and held it in 3 quarters.
  • Valley Wealth Managers's Pultegroup position peaked at $72 in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.