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WealthTrak Capital Management’s Pultegroup PHM Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-22
Closed -$2.32K – 684
2025
Q2 		$2.32K Buy
22
+11
+100% +$1.11K ﹤0.01% 420
2025
Q1 		$1.13K Sell
11
-1
-8% -$108 ﹤0.01% 497
2024
Q4 		$1.31K Buy
+12
New +$1.56K ﹤0.01% 395

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthTrak Capital Management's PHM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 22 shares — an estimated $2.32K sold.

WealthTrak Capital Management first reported a position in PHM in Q4 2024 and held it in 3 quarters. The position peaked at $2.32K in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 22 Pultegroup shares in Q3 2025, an estimated $2.32K.
  • WealthTrak Capital Management first reported a position in Pultegroup in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Pultegroup position peaked at $2.32K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.