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Verdence Capital Advisors’s Pultegroup PHM Stock Holding History

Verdence Capital Advisors’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
-2,673
Closed -$275K – 692
2025
Q1 		$275K Sell
2,673
-369
-12% -$39.9K 0.02% 549
2024
Q4 		$331K Sell
3,042
-556
-15% -$72.2K 0.03% 482
2024
Q3 		$516K Buy
3,598
+97
+3% +$12.3K 0.04% 366
2024
Q2 		$386K Sell
3,501
-4,109
-54% -$467K 0.03% 397
2024
Q1 		$918K Buy
7,610
+253
+3% +$27.1K 0.08% 244
2023
Q4 		$759K Buy
7,357
+239
+3% +$20.3K 0.07% 260
2023
Q3 		$527K Sell
7,118
-623
-8% -$49.7K 0.06% 319
2023
Q2 		$601K Sell
7,741
-2,497
-24% -$169K 0.07% 278
2023
Q1 		$597K Sell
10,238
-2,879
-22% -$155K 0.07% 283
2022
Q4 		$597K Buy
13,117
+334
+3% +$14.1K 0.07% 249
2022
Q3 		$479K Sell
12,783
-24
-0.2% -$1.01K 0.07% 282
2022
Q2 		$508K Buy
12,807
+4,438
+53% +$187K 0.07% 288
2022
Q1 		$351K Buy
8,369
+2,783
+50% +$138K 0.04% 384
2021
Q4 		$319K Sell
5,586
-239
-4% -$12.3K 0.04% 402
2021
Q3 		$268K Buy
5,825
+347
+6% +$18K 0.04% 409
2021
Q2 		$299K Buy
+5,478
New +$306K 0.04% 365
2019
Q2 		– Sell
-11,489
Closed -$321K – 295
2019
Q1 		$321K Buy
11,489
+659
+6% +$18K 0.09% 196
2018
Q4 		$281K Sell
10,830
-3,531
-25% -$87.3K 0.08% 190
2018
Q3 		$356K Buy
14,361
+6,156
+75% +$174K 0.09% 187
2018
Q2 		$236K Sell
8,205
-673
-8% -$20.2K 0.06% 244
2018
Q1 		$262K Buy
8,878
+1,990
+29% +$61.7K 0.06% 234
2017
Q4 		$229K Buy
+6,888
New +$214K 0.05% 245

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Verdence Capital Advisors's PHM Position: Q2 2025 in Review

Verdence Capital Advisors sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,673 shares — an estimated $275K sold.

Verdence Capital Advisors first reported a position in PHM in Q4 2017 and held it in 22 quarters. The position peaked at $918K in Q1 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Verdence Capital Advisors reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 2,673 Pultegroup shares in Q2 2025, an estimated $275K.
  • Verdence Capital Advisors first reported a position in Pultegroup in Q4 2017 and held it in 22 quarters.
  • Verdence Capital Advisors's Pultegroup position peaked at $918K in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Verdence Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.