WI
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Wahed Invest’s Pultegroup PHM Stock Holding History

Wahed Invest’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 		$582K Sell
4,949
-164
-3% -$21K 0.08% 158
2025
Q4 		$600K Sell
5,113
-350
-6% -$42.9K 0.08% 148
2025
Q3 		$722K Buy
5,463
+33
+0.6% +$4.1K 0.1% 133
2025
Q2 		$573K Sell
5,430
-62
-1% -$6.25K 0.09% 155
2025
Q1 		$565K Buy
5,492
+318
+6% +$34.3K 0.1% 145
2024
Q4 		$563K Buy
5,174
+164
+3% +$21.3K 0.09% 143
2024
Q3 		$719K Buy
5,010
+405
+9% +$51.5K 0.13% 117
2024
Q2 		$507K Buy
4,605
+470
+11% +$53.4K 0.1% 138
2024
Q1 		$499K Buy
4,135
+478
+13% +$51.3K 0.11% 134
2023
Q4 		$377K Buy
3,657
+137
+4% +$11.6K 0.11% 138
2023
Q3 		$261K Buy
3,520
+328
+10% +$26.1K 0.08% 161
2023
Q2 		$248K Buy
3,192
+435
+16% +$29.5K 0.09% 162
2023
Q1 		$161K Sell
2,757
-179
-6% -$9.67K 0.07% 190
2022
Q4 		$134K Buy
2,936
+356
+14% +$15K 0.07% 193
2022
Q3 		$97K Buy
2,580
+52
+2% +$2.19K 0.06% 207
2022
Q2 		$100K Buy
+2,528
New +$106K 0.06% 204
2022
Q1 		– Sell
-3,020
Closed -$173K – 212
2021
Q4 		$173K Buy
+3,020
New +$155K 0.1% 176

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 $8.66B AUM 17.37% 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

Wahed Invest's PHM Position: Q1 2026 in Review

Wahed Invest reduced its Pultegroup (PHM) stake by 3.2% in Q1 2026, selling an estimated $21K and leaving 4,949 shares worth $582K. The position accounts for 0.08% of the portfolio, ranked #158.

Wahed Invest first reported a position in PHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $722K in Q3 2025. 1,030 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Wahed Invest held 4,949 shares of Pultegroup worth $582K as of Q1 2026.
  • Wahed Invest sold 164 Pultegroup shares in Q1 2026, an estimated $21K.
  • Pultegroup made up 0.08% of Wahed Invest's portfolio in Q1 2026, its #158 holding.
  • Wahed Invest first reported a position in Pultegroup in Q4 2021 and has held it in 17 quarters since.
  • Wahed Invest's Pultegroup position peaked at $722K in Q3 2025.
  • 1,030 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.