Basecamp Wealth Advisors’s Pultegroup PHM Stock Holding History

Basecamp Wealth Advisors’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	$140K	Hold	1,020	–	–	0.03%	327
2026 Q1	$120K	Hold	1,020	–	–	0.02%	356
2025 Q4	$120K	Buy	+1,020	New	+$125K	0.03%	343

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

Basecamp Wealth Advisors's PHM Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 1,020 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #327.

Basecamp Wealth Advisors first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Basecamp Wealth Advisors held 1,020 shares of Pultegroup worth $140K as of Q2 2026.
Basecamp Wealth Advisors left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #327 holding.
Basecamp Wealth Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.