AWM
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Aprio Wealth Management’s Pultegroup PHM Stock Holding History

Aprio Wealth Management’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 		$1.49M Buy
10,849
+133
+1% +$16.2K 0.07% 172
2026
Q1 		$1.26M Sell
10,716
-106
-1% -$13.6K 0.07% 166
2025
Q4 		$1.27M Buy
10,822
+2,030
+23% +$249K 0.07% 166
2025
Q3 		$1.16M Buy
8,792
+1,376
+19% +$171K 0.12% 114
2025
Q2 		$782K Buy
7,416
+2,277
+44% +$229K 0.09% 128
2025
Q1 		$528K Sell
5,139
-1,085
-17% -$117K 0.07% 172
2024
Q4 		$678K Sell
6,224
-131
-2% -$17K 0.1% 113
2024
Q3 		$912K Buy
6,355
+18
+0.3% +$2.29K 0.15% 87
2024
Q2 		$698K Buy
6,337
+1,350
+27% +$153K 0.13% 94
2024
Q1 		$601K Buy
4,987
+1,404
+39% +$151K 0.12% 92
2023
Q4 		$370K Buy
3,583
+107
+3% +$9.09K 0.08% 113
2023
Q3 		$257K Buy
3,476
+680
+24% +$54.2K 0.07% 128
2023
Q2 		$217K Buy
+2,796
New +$190K 0.06% 138

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

Aprio Wealth Management's PHM Position: Q2 2026 in Review

Aprio Wealth Management increased its Pultegroup (PHM) stake by 1.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 10,849 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #172.

Aprio Wealth Management first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Aprio Wealth Management held 10,849 shares of Pultegroup worth $1.49M as of Q2 2026.
  • Aprio Wealth Management bought 133 Pultegroup shares in Q2 2026, an estimated $16.2K.
  • Pultegroup made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Aprio Wealth Management first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.