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Vise Technologies’s Pultegroup PHM Stock Holding History

Vise Technologies’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 		$1.99M Hold
16,991
– – 0.04% 367
2025
Q4 		$1.99M Buy
16,991
+3,926
+30% +$482K 0.04% 368
2025
Q3 		$1.73M Sell
13,065
-44
-0.3% -$5.46K 0.06% 290
2025
Q2 		$1.38M Buy
+13,109
New +$1.32M 0.06% 352
2024
Q4 		$1.09M Buy
9,987
+3,556
+55% +$462K 0.09% 230
2024
Q3 		$923K Buy
+6,431
New +$818K 0.12% 171

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vise Technologies's PHM Position: Q1 2026 in Review

Vise Technologies held its Pultegroup (PHM) position steady in Q1 2026 at 16,991 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #367.

Vise Technologies first reported a position in PHM in Q3 2024 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Vise Technologies held 16,991 shares of Pultegroup worth $1.99M as of Q1 2026.
  • Vise Technologies left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #367 holding.
  • Vise Technologies first reported a position in Pultegroup in Q3 2024 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.