AWM
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Athena Wealth Management’s Pultegroup PHM Stock Holding History

Athena 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 		$965K Buy
7,030
+116
+2% +$14.1K 0.72% 37
2026
Q1 		$813K Buy
6,914
+2,354
+52% +$301K 0.67% 44
2025
Q4 		$535K Buy
+4,560
New +$559K 0.52% 47

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Athena Wealth Management increased its Pultegroup (PHM) stake by 1.7% in Q2 2026, buying an estimated $14.1K and bringing the position to 7,030 shares worth $965K. The position accounts for 0.72% of the portfolio, ranked #37.

Athena Wealth Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Athena Wealth Management held 7,030 shares of Pultegroup worth $965K as of Q2 2026.
  • Athena Wealth Management bought 116 Pultegroup shares in Q2 2026, an estimated $14.1K.
  • Pultegroup made up 0.72% of Athena Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Athena Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.