AWM
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Abound Wealth Management’s Pultegroup PHM Stock Holding History

Abound 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 		$824 Sell
6
-64
-91% -$7.77K ﹤0.01% 850
2026
Q1 		$8.23K Buy
70
+20
+40% +$2.56K ﹤0.01% 600
2025
Q4 		$5.86K Hold
50
– – ﹤0.01% 629
2025
Q3 		$6.61K Hold
50
– – ﹤0.01% 578
2025
Q2 		$5.27K Buy
50
+44
+733% +$4.43K ﹤0.01% 561
2025
Q1 		$617 Hold
6
– – ﹤0.01% 800
2024
Q4 		$654 Hold
6
– – ﹤0.01% 769
2024
Q3 		$862 Hold
6
– – ﹤0.01% 794
2024
Q2 		$661 Sell
6
-12
-67% -$1.36K ﹤0.01% 769
2024
Q1 		$2.18K Hold
18
– – ﹤0.01% 670
2023
Q4 		$1.86K Sell
18
-7
-28% -$595 ﹤0.01% 659
2023
Q3 		$1.85K Sell
25
-23
-48% -$1.83K ﹤0.01% 627
2023
Q2 		$3.73K Buy
+48
New +$3.25K ﹤0.01% 551

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

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

Abound Wealth Management reduced its Pultegroup (PHM) stake by 91% in Q2 2026, selling an estimated $7.77K and leaving 6 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Abound Wealth Management first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.23K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Abound Wealth Management held 6 shares of Pultegroup worth $824 as of Q2 2026.
  • Abound Wealth Management sold 64 Pultegroup shares in Q2 2026, an estimated $7.77K.
  • Pultegroup made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Abound Wealth Management first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's Pultegroup position peaked at $8.23K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.