Allied Private Wealth’s Pultegroup PHM Stock Holding History

Allied Private Wealth’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	$3.09K	Buy	+25	New	+$3.04K	﹤0.01%	669

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

Allied Private Wealth's PHM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Pultegroup (PHM) in Q2 2026: 25 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings.

1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Allied Private Wealth held 25 shares of Pultegroup worth $3.09K as of Q2 2026.
Pultegroup was a new Allied Private Wealth position in Q2 2026.
Pultegroup made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #669 holding.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.