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WealthCollab’s Pultegroup PHM Stock Holding History

WealthCollab’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 		$31.6K Hold
269
– – 0.01% 272
2025
Q4 		$31.5K Hold
269
– – 0.01% 293
2025
Q3 		$35.5K Sell
269
-15
-5% -$1.86K 0.02% 246
2025
Q2 		$30K Hold
284
– – 0.02% 260
2025
Q1 		$29.2K Sell
284
-8
-3% -$864 0.02% 249
2024
Q4 		$31.8K Hold
292
– – 0.02% 224
2024
Q3 		$41.9K Hold
292
– – 0.03% 183
2024
Q2 		$32.1K Sell
292
-8
-3% -$908 0.02% 205
2024
Q1 		$36.2K Buy
300
+36
+14% +$3.86K 0.03% 186
2023
Q4 		$27.3K Buy
+264
New +$22.4K 0.02% 218

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

WealthCollab's PHM Position: Q1 2026 in Review

WealthCollab held its Pultegroup (PHM) position steady in Q1 2026 at 269 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #272.

WealthCollab first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $41.9K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • WealthCollab held 269 shares of Pultegroup worth $31.6K as of Q1 2026.
  • WealthCollab left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.01% of WealthCollab's portfolio in Q1 2026, its #272 holding.
  • WealthCollab first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Pultegroup position peaked at $41.9K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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