von Borstel & Associates’s Pultegroup PHM Stock Holding History

von Borstel & Associates’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 Q4	–	Sell	-1,721	Closed	-$206K	–	133
2025 Q3	$206K	Buy	+1,721	New	+$214K	0.03%	167

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

von Borstel & Associates's PHM Position: Q4 2025 in Review

von Borstel & Associates sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,721 shares — an estimated $206K sold.

von Borstel & Associates first reported a position in PHM in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

von Borstel & Associates reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 1,721 Pultegroup shares in Q4 2025, an estimated $206K.
von Borstel & Associates first reported a position in Pultegroup in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Pultegroup position peaked at $206K in Q3 2025.
1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.