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Atomi Financial Group’s Pultegroup PHM Stock Holding History

Atomi Financial Group’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 		$991K Buy
7,220
+980
+16% +$119K 0.03% 477
2026
Q1 		$734K Sell
6,240
-155
-2% -$19.9K 0.02% 546
2025
Q4 		$750K Buy
6,395
+1,296
+25% +$159K 0.02% 518
2025
Q3 		$674K Buy
5,099
+935
+22% +$116K 0.02% 521
2025
Q2 		$439K Buy
4,164
+101
+2% +$10.2K 0.02% 648
2025
Q1 		$418K Sell
4,063
-61
-1% -$6.59K 0.02% 610
2024
Q4 		$449K Sell
4,124
-856
-17% -$111K 0.02% 521
2024
Q3 		$715K Buy
4,980
+503
+11% +$64K 0.04% 329
2024
Q2 		$493K Buy
4,477
+395
+10% +$44.9K 0.04% 407
2024
Q1 		$492K Buy
4,082
+241
+6% +$25.9K 0.05% 349
2023
Q4 		$396K Buy
+3,841
New +$326K 0.05% 332

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

Atomi Financial Group's PHM Position: Q2 2026 in Review

Atomi Financial Group increased its Pultegroup (PHM) stake by 16% in Q2 2026, buying an estimated $119K and bringing the position to 7,220 shares worth $991K. The position accounts for 0.03% of the portfolio, ranked #477.

Atomi Financial Group first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Atomi Financial Group held 7,220 shares of Pultegroup worth $991K as of Q2 2026.
  • Atomi Financial Group bought 980 Pultegroup shares in Q2 2026, an estimated $119K.
  • Pultegroup made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #477 holding.
  • Atomi Financial Group first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.