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Alvarez & Marsal Private Wealth Partners’s Pultegroup PHM Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$215K Sell
1,566
-504
-24% -$61.2K 0.03% 101
2026
Q1 		$244K Sell
2,070
-856
-29% -$110K 0.03% 150
2025
Q4 		$344K Buy
+2,926
New +$359K 0.07% 66

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

Alvarez & Marsal Private Wealth Partners's PHM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Pultegroup (PHM) stake by 24% in Q2 2026, selling an estimated $61.2K and leaving 1,566 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #101.

Alvarez & Marsal Private Wealth Partners first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q4 2025. 1,037 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,566 shares of Pultegroup worth $215K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 504 Pultegroup shares in Q2 2026, an estimated $61.2K.
  • Pultegroup made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Pultegroup position peaked at $344K in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.