Bogart Wealth LLC’s Pultegroup PHM Stock Holding History

Bogart Wealth LLC’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	$8.43M	Buy	61,459 +1,782	+3%	+$216K	0.29%	81
2026 Q1	$7.02M	Buy	59,677 +1,919	+3%	+$246K	0.27%	87
2025 Q4	$6.77M	Sell	57,758 -13,561	-19%	-$1.66M	0.27%	87
2025 Q3	$9.42M	Buy	71,319 +2,634	+4%	+$327K	0.38%	64
2025 Q2	$7.24M	Buy	68,685 +3,321	+5%	+$335K	0.31%	77
2025 Q1	$6.72M	Buy	65,364 +1,669	+3%	+$180K	0.32%	73
2024 Q4	$6.94M	Buy	63,695 +17,882	+39%	+$2.32M	0.33%	72
2024 Q3	$6.58M	Buy	45,813 +14,131	+45%	+$1.8M	0.31%	82
2024 Q2	$3.49M	Buy	+31,682	New	+$3.6M	0.18%	101
2023 Q1	–	Sell	-134	Closed	-$6.1K	–	1181
2022 Q4	$6.1K	Buy	+134	New	+$5.65K	﹤0.01%	630

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

Bogart Wealth LLC's PHM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pultegroup (PHM) stake by 3% in Q2 2026, buying an estimated $216K and bringing the position to 61,459 shares worth $8.43M. The position accounts for 0.29% of the portfolio, ranked #81.

Bogart Wealth LLC first reported a position in PHM in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.42M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Bogart Wealth LLC held 61,459 shares of Pultegroup worth $8.43M as of Q2 2026.
Bogart Wealth LLC bought 1,782 Pultegroup shares in Q2 2026, an estimated $216K.
Pultegroup made up 0.29% of Bogart Wealth LLC's portfolio in Q2 2026, its #81 holding.
Bogart Wealth LLC first reported a position in Pultegroup in Q4 2022 and has held it in 10 quarters since.
Bogart Wealth LLC's Pultegroup position peaked at $9.42M in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.