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Aldebaran Financial’s Pultegroup PHM Stock Holding History

Aldebaran Financial’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 		$647K Sell
4,715
-30
-0.6% -$3.64K 0.53% 43
2026
Q1 		$558K Hold
4,745
– – 0.53% 46
2025
Q4 		$561K Buy
4,745
+160
+3% +$19.6K 0.52% 44
2025
Q3 		$606K Sell
4,585
-115
-2% -$14.3K 0.61% 41
2025
Q2 		$496K Sell
4,700
-200
-4% -$20.1K 0.55% 45
2025
Q1 		$504K Sell
4,900
-1,155
-19% -$125K 0.62% 42
2024
Q4 		$659K Buy
6,055
+690
+13% +$89.6K 0.77% 34
2024
Q3 		$770K Buy
5,365
+2,670
+99% +$339K 0.91% 31
2024
Q2 		$297K Buy
+2,695
New +$306K 0.39% 52

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

Aldebaran Financial's PHM Position: Q2 2026 in Review

Aldebaran Financial reduced its Pultegroup (PHM) stake by 0.63% in Q2 2026, selling an estimated $3.64K and leaving 4,715 shares worth $647K. The position accounts for 0.53% of the portfolio, ranked #43.

Aldebaran Financial first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $770K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Aldebaran Financial held 4,715 shares of Pultegroup worth $647K as of Q2 2026.
  • Aldebaran Financial sold 30 Pultegroup shares in Q2 2026, an estimated $3.64K.
  • Pultegroup made up 0.53% of Aldebaran Financial's portfolio in Q2 2026, its #43 holding.
  • Aldebaran Financial first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • Aldebaran Financial's Pultegroup position peaked at $770K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.