1900 Wealth Management’s Pultegroup PHM Stock Holding History

1900 Wealth 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
2026 Q2	$1.28M	Buy	9,341 +739	+9%	+$89.8K	0.07%	110
2026 Q1	$1.01M	Hold	8,602	–	–	0.07%	109
2025 Q4	$1.01M	Hold	8,602	–	–	0.06%	108
2025 Q3	$1.14M	Hold	8,602	–	–	0.08%	97
2025 Q2	$907K	Hold	8,602	–	–	0.07%	102
2025 Q1	$884K	Buy	8,602 +2	+0%	+$216	0.07%	101
2024 Q4	$937K	Hold	8,600	–	–	0.08%	100
2024 Q3	$1.23M	Hold	8,600	–	–	0.11%	85
2024 Q2	$947K	Hold	8,600	–	–	0.09%	99
2024 Q1	$1.04M	Sell	8,600 -2,760	-24%	-$296K	0.09%	108
2023 Q4	$1.17M	Sell	11,360 -886	-7%	-$75.3K	0.11%	127
2023 Q3	$907K	Buy	12,246 +3,646	+42%	+$291K	0.09%	143
2023 Q2	$668K	Hold	8,600	–	–	0.07%	139
2023 Q1	$392K	Hold	8,600	–	–	0.04%	175
2022 Q4	$392K	Hold	8,600	–	–	0.04%	175
2022 Q3	$322K	Hold	8,600	–	–	0.04%	180
2022 Q2	$341K	Hold	8,600	–	–	0.04%	183
2022 Q1	$360K	Hold	8,600	–	–	0.03%	190
2021 Q4	$492K	Hold	8,600	–	–	0.04%	171
2021 Q3	$395K	Hold	8,600	–	–	0.04%	170
2021 Q2	$469K	Sell	8,600 -10	-0.1%	-$559	0.04%	159
2021 Q1	$452K	Buy	+8,610	New	+$402K	0.03%	130

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1900 Wealth Management's PHM Position: Q2 2026 in Review

1900 Wealth Management increased its Pultegroup (PHM) stake by 8.6% in Q2 2026, buying an estimated $89.8K and bringing the position to 9,341 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #110.

1900 Wealth Management first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

1900 Wealth Management held 9,341 shares of Pultegroup worth $1.28M as of Q2 2026.
1900 Wealth Management bought 739 Pultegroup shares in Q2 2026, an estimated $89.8K.
Pultegroup made up 0.07% of 1900 Wealth Management's portfolio in Q2 2026, its #110 holding.
1900 Wealth Management first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.