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Bay Harbor Wealth Management’s Pultegroup PHM Stock Holding History

Bay Harbor 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 		$118K Buy
860
+2
+0.2% +$243 0.03% 98
2026
Q1 		$101K Sell
858
-21
-2% -$2.69K 0.03% 90
2025
Q4 		$103K Sell
879
-76
-8% -$9.32K 0.03% 85
2025
Q3 		$126K Buy
955
+20
+2% +$2.48K 0.03% 72
2025
Q2 		$98.8K Buy
935
+45
+5% +$4.53K 0.03% 84
2025
Q1 		$91.7K Sell
890
-27
-3% -$2.92K 0.03% 73
2024
Q4 		$100K Buy
917
+44
+5% +$5.71K 0.03% 71
2024
Q3 		$125K Sell
873
-29
-3% -$3.69K 0.04% 55
2024
Q2 		$99.5K Sell
902
-40
-4% -$4.54K 0.03% 61
2024
Q1 		$114K Sell
942
-33
-3% -$3.54K 0.04% 59
2023
Q4 		$101K Buy
975
+16
+2% +$1.36K 0.04% 58
2023
Q3 		$71.2K Buy
+959
New +$76.4K 0.03% 71

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

Bay Harbor Wealth Management's PHM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Pultegroup (PHM) stake by 0.23% in Q2 2026, buying an estimated $243 and bringing the position to 860 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #98.

Bay Harbor Wealth Management first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $126K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Bay Harbor Wealth Management held 860 shares of Pultegroup worth $118K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Pultegroup shares in Q2 2026, an estimated $243.
  • Pultegroup made up 0.03% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Bay Harbor Wealth Management first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • Bay Harbor Wealth Management's Pultegroup position peaked at $126K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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