AWA
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Aaron Wealth Advisors’s Pultegroup PHM Stock Holding History

Aaron Wealth Advisors’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 		$570K Buy
4,151
+259
+7% +$31.5K 0.03% 386
2026
Q1 		$458K Sell
3,892
-3,109
-44% -$398K 0.03% 414
2025
Q4 		$821K Sell
7,001
-3,565
-34% -$437K 0.04% 290
2025
Q3 		$1.4M Buy
10,566
+6,933
+191% +$861K 0.08% 170
2025
Q2 		$383K Buy
3,633
+281
+8% +$28.3K 0.04% 301
2025
Q1 		$345K Buy
3,352
+1,201
+56% +$130K 0.04% 299
2024
Q4 		$234K Buy
2,151
+145
+7% +$18.8K 0.03% 387
2024
Q3 		$288K Buy
2,006
+22
+1% +$2.8K 0.03% 314
2024
Q2 		$218K Buy
1,984
+182
+10% +$20.7K 0.03% 297
2024
Q1 		$217K Sell
1,802
-511
-22% -$54.8K 0.03% 281
2023
Q4 		$239K Buy
+2,313
New +$197K 0.04% 214
2022
Q2 		– Sell
-1,352
Closed -$56.6K – 662
2022
Q1 		$56.6K Buy
+1,352
New +$67.1K 0.01% 399

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aaron Wealth Advisors's PHM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Pultegroup (PHM) stake by 6.7% in Q2 2026, buying an estimated $31.5K and bringing the position to 4,151 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #386.

Aaron Wealth Advisors first reported a position in PHM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Aaron Wealth Advisors held 4,151 shares of Pultegroup worth $570K as of Q2 2026.
  • Aaron Wealth Advisors bought 259 Pultegroup shares in Q2 2026, an estimated $31.5K.
  • Pultegroup made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #386 holding.
  • Aaron Wealth Advisors first reported a position in Pultegroup in Q1 2022 and has held it in 12 quarters since.
  • Aaron Wealth Advisors's Pultegroup position peaked at $1.4M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.