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Winnow Wealth’s Pultegroup PHM Stock Holding History

Winnow Wealth’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 		$866K Sell
7,367
-437
-6% -$56K 0.67% 49
2025
Q4 		$921K Sell
7,804
-42
-0.5% -$5.15K 0.68% 57
2025
Q3 		$1.04M Buy
+7,846
New +$974K 0.82% 40
2025
Q2 		– Sell
-405
Closed -$41.5K – 538
2025
Q1 		$41.5K Sell
405
-5
-1% -$540 0.04% 166
2024
Q4 		$44K Buy
+410
New +$53.2K 0.04% 146

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

Winnow Wealth's PHM Position: Q1 2026 in Review

Winnow Wealth reduced its Pultegroup (PHM) stake by 5.6% in Q1 2026, selling an estimated $56K and leaving 7,367 shares worth $866K. The position accounts for 0.67% of the portfolio, ranked #49.

Winnow Wealth first reported a position in PHM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Winnow Wealth held 7,367 shares of Pultegroup worth $866K as of Q1 2026.
  • Winnow Wealth sold 437 Pultegroup shares in Q1 2026, an estimated $56K.
  • Pultegroup made up 0.67% of Winnow Wealth's portfolio in Q1 2026, its #49 holding.
  • Winnow Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 5 quarters since.
  • Winnow Wealth's Pultegroup position peaked at $1.04M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.