AWM
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Accurate Wealth Management’s Pultegroup PHM Stock Holding History

Accurate 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 		$475K Buy
3,811
+542
+17% +$65.8K 0.05% 366
2026
Q1 		$394K Sell
3,269
-51
-2% -$6.53K 0.05% 366
2025
Q4 		$438K Buy
3,320
+289
+10% +$35.4K 0.06% 328
2025
Q3 		$378K Sell
3,031
-476
-14% -$59.1K 0.05% 348
2025
Q2 		$404K Buy
3,507
+222
+7% +$22.4K 0.06% 303
2025
Q1 		$310K Buy
3,285
+653
+25% +$70.5K 0.06% 276
2024
Q4 		$283K Sell
2,632
-295
-10% -$38.3K 0.05% 304
2024
Q3 		$423K Buy
2,927
+522
+22% +$66.4K 0.09% 228
2024
Q2 		$280K Buy
2,405
+354
+17% +$40.2K 0.07% 244
2024
Q1 		$216K Buy
2,051
+130
+7% +$13.9K 0.06% 276
2023
Q4 		$203K Buy
+1,921
New +$163K 0.06% 262
2023
Q1 		– Sell
-966
Closed -$46.8K – 1084
2022
Q4 		$46.8K Buy
+966
New +$40.7K 0.02% 470

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Accurate Wealth Management increased its Pultegroup (PHM) stake by 17% in Q2 2026, buying an estimated $65.8K and bringing the position to 3,811 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #366.

Accurate Wealth Management first reported a position in PHM in Q4 2022 and has held it in 12 quarters since. 313 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Accurate Wealth Management held 3,811 shares of Pultegroup worth $475K as of Q2 2026.
  • Accurate Wealth Management bought 542 Pultegroup shares in Q2 2026, an estimated $65.8K.
  • Pultegroup made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Accurate Wealth Management first reported a position in Pultegroup in Q4 2022 and has held it in 12 quarters since.
  • 313 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.