Vicus Capital’s Pultegroup PHM Stock Holding History

Vicus Capital’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 Q1	–	Sell	-1,954	Closed	-$213K	–	248
2024 Q4	$213K	Buy	1,954 +377	+24%	+$48.9K	0.02%	212
2024 Q3	$226K	Sell	1,577 -246	-13%	-$31.3K	0.02%	203
2024 Q2	$201K	Buy	1,823 +140	+8%	+$15.9K	0.02%	270
2024 Q1	$203K	Buy	+1,683	New	+$181K	0.02%	268

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vicus Capital's PHM Position: Q1 2025 in Review

Vicus Capital sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,954 shares — an estimated $213K sold.

Vicus Capital first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $226K in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Vicus Capital reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Vicus Capital sold 1,954 Pultegroup shares in Q1 2025, an estimated $213K.
Vicus Capital first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
Vicus Capital's Pultegroup position peaked at $226K in Q3 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Vicus Capital's 13F filing for Q1 2025, filed 17 Apr 2025.