WI
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WBI Investments’s Pultegroup PHM Stock Holding History

WBI Investments’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
-23,806
Closed -$2.45M – 312
2025
Q1 		$2.45M Buy
+23,806
New +$2.57M 0.64% 43
2024
Q4 		– Sell
-5,678
Closed -$815K – 272
2024
Q3 		$815K Sell
5,678
-6,124
-52% -$779K 0.2% 115
2024
Q2 		$1.3M Buy
+11,802
New +$1.34M 0.31% 84
2023
Q3 		– Sell
-10,015
Closed -$778K – 226
2023
Q2 		$778K Sell
10,015
-4,627
-32% -$314K 0.14% 132
2023
Q1 		$853K Buy
+14,642
New +$791K 0.17% 130
2022
Q1 		– Sell
-21,326
Closed -$1.14M – 224
2021
Q4 		$1.14M Buy
+21,326
New +$1.09M 0.18% 99
2021
Q2 		– Sell
-7,477
Closed -$392K – 227
2021
Q1 		$392K Buy
+7,477
New +$349K 0.06% 157
2020
Q4 		– Sell
-148,944
Closed -$6.89M – 191
2020
Q3 		$6.89M Buy
+148,944
New +$6.37M 1.06% 32
2019
Q4 		– Sell
-17,119
Closed -$626K – 242
2019
Q3 		$626K Sell
17,119
-81,049
-83% -$2.7M 0.06% 148
2019
Q2 		$3.1M Buy
98,168
+64,567
+192% +$2.01M 0.27% 76
2019
Q1 		$939K Sell
33,601
-207,696
-86% -$5.66M 0.07% 180
2018
Q4 		$6.27M Buy
+241,297
New +$5.97M 0.71% 24
2017
Q4 		– Sell
-141,924
Closed -$3.88M – 354
2017
Q3 		$3.88M Buy
+141,924
New +$3.59M 0.17% 92

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

WBI Investments's PHM Position: Q2 2025 in Review

WBI Investments sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 23,806 shares — an estimated $2.45M sold.

WBI Investments first reported a position in PHM in Q3 2017 and held it in 13 quarters. The position peaked at $6.89M in Q3 2020. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • WBI Investments reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 23,806 Pultegroup shares in Q2 2025, an estimated $2.45M.
  • WBI Investments first reported a position in Pultegroup in Q3 2017 and held it in 13 quarters.
  • WBI Investments's Pultegroup position peaked at $6.89M in Q3 2020.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.