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Avion Wealth’s Pultegroup PHM Stock Holding History

Avion 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 		$14K Buy
108
+24
+29% +$2.92K ﹤0.01% 493
2026
Q1 		$9K Buy
84
+12
+17% +$1.54K ﹤0.01% 524
2025
Q4 		$8K Sell
72
-5
-6% -$613 ﹤0.01% 555
2025
Q3 		$10K Buy
77
+9
+13% +$1.12K ﹤0.01% 483
2025
Q2 		$7K Sell
68
-6
-8% -$605 ﹤0.01% 555
2025
Q1 		$8K Hold
74
– – ﹤0.01% 447
2024
Q4 		$8K Buy
74
+3
+4% +$390 ﹤0.01% 446
2024
Q3 		$10K Hold
71
– – ﹤0.01% 372
2024
Q2 		$7K Buy
71
+13
+22% +$1.48K ﹤0.01% 407
2024
Q1 		$7K Buy
58
+7
+14% +$751 ﹤0.01% 395
2023
Q4 		$5K Buy
51
+5
+11% +$425 ﹤0.01% 404
2023
Q3 		$2K Hold
46
– – ﹤0.01% 515
2023
Q2 		$2K Buy
+46
New +$3.12K ﹤0.01% 490
2022
Q1 		– Sell
-23
Closed -$1K – 425
2021
Q4 		$1K Hold
23
– – ﹤0.01% 384
2021
Q3 		$1K Hold
23
– – ﹤0.01% 364
2021
Q2 		$1K Hold
23
– – ﹤0.01% 351
2021
Q1 		$1K Sell
23
-227
-91% -$10.6K ﹤0.01% 334
2020
Q4 		$11K Buy
+250
New +$11.1K ﹤0.01% 213

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

Avion Wealth's PHM Position: Q2 2026 in Review

Avion Wealth increased its Pultegroup (PHM) stake by 29% in Q2 2026, buying an estimated $2.92K and bringing the position to 108 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Avion Wealth first reported a position in PHM in Q4 2020 and has held it in 18 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Avion Wealth held 108 shares of Pultegroup worth $14K as of Q2 2026.
  • Avion Wealth bought 24 Pultegroup shares in Q2 2026, an estimated $2.92K.
  • Pultegroup made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #493 holding.
  • Avion Wealth first reported a position in Pultegroup in Q4 2020 and has held it in 18 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.