Aventura Private Wealth’s Pultegroup PHM Stock Holding History

Aventura Private Wealth’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	$686	Hold	5	–	–	﹤0.01%	912
2026 Q1	$588	Hold	5	–	–	﹤0.01%	835
2025 Q4	$586	Buy	+5	New	+$613	﹤0.01%	785

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aventura Private Wealth's PHM Position: Q2 2026 in Review

Aventura Private Wealth held its Pultegroup (PHM) position steady in Q2 2026 at 5 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Aventura Private Wealth first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Aventura Private Wealth held 5 shares of Pultegroup worth $686 as of Q2 2026.
Aventura Private Wealth left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #912 holding.
Aventura Private Wealth first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.