Burk Holdings’s Pultegroup PHM Stock Holding History

Burk Holdings’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	$5.76K	Hold	42	–	–	﹤0.01%	333
2026 Q1	$4.94K	Buy	+42	New	+$5.38K	﹤0.01%	361

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

Burk Holdings's PHM Position: Q2 2026 in Review

Burk Holdings held its Pultegroup (PHM) position steady in Q2 2026 at 42 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Burk Holdings first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Burk Holdings held 42 shares of Pultegroup worth $5.76K as of Q2 2026.
Burk Holdings left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #333 holding.
Burk Holdings first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.