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Wedbush Securities’s Pultegroup PHM Stock Holding History

Wedbush Securities’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
-5,086
Closed -$523K – 1192
2025
Q1 		$523K Sell
5,086
-389
-7% -$42K 0.02% 601
2024
Q4 		$596K Sell
5,475
-141
-3% -$18.3K 0.02% 550
2024
Q3 		$806K Sell
5,616
-3,068
-35% -$390K 0.03% 437
2024
Q2 		$956K Sell
8,684
-140
-2% -$15.9K 0.03% 394
2024
Q1 		$1.06M Buy
8,824
+2,664
+43% +$286K 0.04% 366
2023
Q4 		$636K Buy
6,160
+3,044
+98% +$259K 0.03% 476
2023
Q3 		$231K Sell
3,116
-569
-15% -$45.4K 0.01% 850
2023
Q2 		$286K Sell
3,685
-71
-2% -$4.81K 0.01% 779
2023
Q1 		$219K Buy
+3,756
New +$203K 0.01% 901

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

Wedbush Securities's PHM Position: Q2 2025 in Review

Wedbush Securities sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 5,086 shares — an estimated $523K sold.

Wedbush Securities first reported a position in PHM in Q1 2023 and held it in 9 quarters. The position peaked at $1.06M in Q1 2024. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Wedbush Securities reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Wedbush Securities sold 5,086 Pultegroup shares in Q2 2025, an estimated $523K.
  • Wedbush Securities first reported a position in Pultegroup in Q1 2023 and held it in 9 quarters.
  • Wedbush Securities's Pultegroup position peaked at $1.06M in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Wedbush Securities's 13F filing for Q2 2025, filed 6 Aug 2025.