Allium Financial Advisors’s Pultegroup PHM Stock Holding History

Allium Financial Advisors’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	$562K	Sell	4,096 -10	-0.2%	-$1.21K	0.37%	38
2026 Q1	$483K	Hold	4,106	–	–	0.39%	38
2025 Q4	$481K	Hold	4,106	–	–	0.38%	37
2025 Q3	$543K	Hold	4,106	–	–	0.45%	35
2025 Q2	$433K	Sell	4,106 -80	-2%	-$8.06K	0.38%	44
2025 Q1	$430K	Buy	+4,186	New	+$452K	0.39%	43

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

Allium Financial Advisors's PHM Position: Q2 2026 in Review

Allium Financial Advisors reduced its Pultegroup (PHM) stake by 0.24% in Q2 2026, selling an estimated $1.21K and leaving 4,096 shares worth $562K. The position accounts for 0.37% of the portfolio, ranked #38.

Allium Financial Advisors first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Allium Financial Advisors held 4,096 shares of Pultegroup worth $562K as of Q2 2026.
Allium Financial Advisors sold 10 Pultegroup shares in Q2 2026, an estimated $1.21K.
Pultegroup made up 0.37% of Allium Financial Advisors's portfolio in Q2 2026, its #38 holding.
Allium Financial Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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