AWM
PHM icon

Activest Wealth Management’s Pultegroup PHM Stock Holding History

Activest 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 		$1.65K Sell
12
-45
-79% -$5.46K ﹤0.01% 883
2026
Q1 		$6.7K Buy
+57
New +$7.3K ﹤0.01% 770
2025
Q4 		– Sell
-12
Closed -$1.59K – 1267
2025
Q3 		$1.59K Buy
12
+3
+33% +$373 ﹤0.01% 810
2025
Q2 		$949 Buy
+9
New +$907 ﹤0.01% 778
2024
Q4 		– Sell
-122
Closed -$15.8K – 927
2024
Q3 		$17.5K Buy
+122
New +$15.5K 0.01% 264
2021
Q4 		– Sell
-238
Closed -$11K – 386
2021
Q3 		$11K Buy
+238
New +$12.4K 0.01% 220

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

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

Activest Wealth Management reduced its Pultegroup (PHM) stake by 79% in Q2 2026, selling an estimated $5.46K and leaving 12 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Activest Wealth Management first reported a position in PHM in Q3 2021 and has held it in 6 quarters since. The position peaked at $17.5K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Activest Wealth Management held 12 shares of Pultegroup worth $1.65K as of Q2 2026.
  • Activest Wealth Management sold 45 Pultegroup shares in Q2 2026, an estimated $5.46K.
  • Pultegroup made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #883 holding.
  • Activest Wealth Management first reported a position in Pultegroup in Q3 2021 and has held it in 6 quarters since.
  • Activest Wealth Management's Pultegroup position peaked at $17.5K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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