Allworth Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Sell |
9,196
-1
| -0% | -$121 | 0.01% | 662 |
|
|
2026
Q1 | $1.08M | Buy |
9,197
+243
| +3% | +$31.1K | ﹤0.01% | 687 |
|
|
2025
Q4 | $1.05M | Sell |
8,954
-77
| -0.9% | -$9.44K | ﹤0.01% | 691 |
|
|
2025
Q3 | $1.19M | Buy |
9,031
+227
| +3% | +$28.2K | 0.01% | 618 |
|
|
2025
Q2 | $928K | Buy |
8,804
+6,347
| +258% | +$639K | ﹤0.01% | 662 |
|
|
2025
Q1 | $253K | Sell |
2,457
-52
| -2% | -$5.62K | ﹤0.01% | 881 |
|
|
2024
Q4 | $293K | Buy |
2,509
+1,174
| +88% | +$152K | ﹤0.01% | 826 |
|
|
2024
Q3 | $192K | Sell |
1,335
-142
| -10% | -$18.1K | ﹤0.01% | 832 |
|
|
2024
Q2 | $184K | Buy |
1,477
+171
| +13% | +$19.4K | ﹤0.01% | 845 |
|
|
2024
Q1 | $157K | Buy |
1,306
+86
| +7% | +$9.23K | ﹤0.01% | 861 |
|
|
2023
Q4 | $126K | Buy |
1,220
+33
| +3% | +$2.8K | ﹤0.01% | 865 |
|
|
2023
Q3 | $87.9K | Buy |
1,187
+26
| +2% | +$2.07K | ﹤0.01% | 928 |
|
|
2023
Q2 | $90.2K | Sell |
1,161
-3
| -0.3% | -$203 | ﹤0.01% | 930 |
|
|
2023
Q1 | $67.8K | Buy |
1,164
+43
| +4% | +$2.32K | ﹤0.01% | 974 |
|
|
2022
Q4 | $51K | Sell |
1,121
-1,274
| -53% | -$53.7K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $90K | Buy |
2,395
+1,776
| +287% | +$74.7K | ﹤0.01% | 797 |
|
|
2022
Q2 | $25K | Buy |
619
+12
| +2% | +$505 | ﹤0.01% | 1151 |
|
|
2022
Q1 | $25K | Sell |
607
-331
| -35% | -$16.4K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $54K | Buy |
938
+35
| +4% | +$1.79K | ﹤0.01% | 820 |
|
|
2021
Q3 | $41K | Buy |
903
+341
| +61% | +$17.7K | ﹤0.01% | 831 |
|
|
2021
Q2 | $31K | Hold |
562
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $29K | Hold |
562
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $24K | Buy |
562
+473
| +531% | +$21K | ﹤0.01% | 622 |
|
|
2020
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 886 |
|
|
2020
Q2 | $3K | Sell |
89
-28
| -24% | -$841 | ﹤0.01% | 959 |
|
|
2020
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 994 |
|
|
2019
Q4 | $5K | Hold |
117
| – | – | ﹤0.01% | 767 |
|
|
2019
Q3 | $4K | Hold |
117
| – | – | ﹤0.01% | 724 |
|
|
2019
Q2 | $4K | Hold |
117
| – | – | ﹤0.01% | 714 |
|
|
2019
Q1 | $3K | Buy |
117
+28
| +31% | +$763 | ﹤0.01% | 780 |
|
|
2018
Q4 | $2K | Hold |
89
| – | – | ﹤0.01% | 757 |
|
|
2018
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 802 |
|
|
2018
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 739 |
|
|
2018
Q1 | $3K | Buy |
+89
| New | +$2.76K | ﹤0.01% | 669 |
|
Other funds holding PHM
GA
Allworth Financial's PHM Position: Q2 2026 in Review
Allworth Financial reduced its Pultegroup (PHM) stake by 0.01% in Q2 2026, selling an estimated $121 and leaving 9,196 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #662.
Allworth Financial first reported a position in PHM in Q1 2018 and has held it in 34 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Allworth Financial held 9,196 shares of Pultegroup worth $1.26M as of Q2 2026.
- Allworth Financial sold 1 Pultegroup share in Q2 2026, an estimated $121.
- Pultegroup made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #662 holding.
- Allworth Financial first reported a position in Pultegroup in Q1 2018 and has held it in 34 quarters since.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.