Axxcess Wealth Management’s Pultegroup PHM Stock Holding History

Axxcess 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	$412K	Buy	+3,003	New	+$365K	0.01%	770
2026 Q1	–	Sell	-7,405	Closed	-$868K	–	815
2025 Q4	$868K	Buy	7,405 +497	+7%	+$61K	0.02%	536
2025 Q3	$913K	Sell	6,908 -78	-1%	-$9.69K	0.02%	466
2025 Q2	$737K	Buy	6,986 +1,540	+28%	+$155K	0.02%	502
2025 Q1	$560K	Sell	5,446 -724	-12%	-$78.2K	0.01%	523
2024 Q4	$672K	Buy	6,170 +161	+3%	+$20.9K	0.02%	486
2024 Q3	$862K	Buy	6,009 +3,009	+100%	+$383K	0.02%	423
2024 Q2	$330K	Hold	3,000	–	–	0.01%	627
2024 Q1	$362K	Hold	3,000	–	–	0.01%	621
2023 Q4	$310K	Buy	+3,000	New	+$255K	0.01%	633

Other funds holding PHM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Pultegroup (PHM) in Q2 2026: 3,003 shares worth $412K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PHM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $913K in Q3 2025. 528 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Axxcess Wealth Management held 3,003 shares of Pultegroup worth $412K as of Q2 2026.
Pultegroup was a new Axxcess Wealth Management position in Q2 2026.
Pultegroup made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #770 holding.
Axxcess Wealth Management first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's Pultegroup position peaked at $913K in Q3 2025.
528 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.