Action Point Financial Planning’s Pultegroup PHM Stock Holding History

Action Point Financial Planning’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	$33.8K	Buy	+249	New	+$30.2K	﹤0.01%	954

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

Action Point Financial Planning's PHM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Pultegroup (PHM) in Q2 2026: 249 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Action Point Financial Planning held 249 shares of Pultegroup worth $33.8K as of Q2 2026.
Pultegroup was a new Action Point Financial Planning position in Q2 2026.
Pultegroup made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #954 holding.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.