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Bruce G. Allen Investments’s Pultegroup PHM Stock Holding History

Bruce G. Allen Investments’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 		$2.74K Hold
20
– – ﹤0.01% 639
2026
Q1 		$2.35K Hold
20
– – ﹤0.01% 671
2025
Q4 		$2.35K Hold
20
– – ﹤0.01% 670
2025
Q3 		$2.64K Hold
20
– – ﹤0.01% 654
2025
Q2 		$2.11K Sell
20
-28
-58% -$2.82K ﹤0.01% 698
2025
Q1 		$4.93K Hold
48
– – ﹤0.01% 566
2024
Q4 		$5.23K Hold
48
– – ﹤0.01% 574
2024
Q3 		$6.89K Hold
48
– – 0.01% 535
2024
Q2 		$5.29K Hold
48
– – ﹤0.01% 561
2024
Q1 		$5.79K Sell
48
-13
-21% -$1.4K ﹤0.01% 566
2023
Q4 		$6.3K Buy
+61
New +$5.18K 0.01% 558

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

Bruce G. Allen Investments's PHM Position: Q2 2026 in Review

Bruce G. Allen Investments held its Pultegroup (PHM) position steady in Q2 2026 at 20 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Bruce G. Allen Investments first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.89K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Bruce G. Allen Investments held 20 shares of Pultegroup worth $2.74K as of Q2 2026.
  • Bruce G. Allen Investments left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #639 holding.
  • Bruce G. Allen Investments first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Pultegroup position peaked at $6.89K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.