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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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return