Cassaday & Co Wealth Management’s Pultegroup PHM Stock Holding History

Cassaday & Co 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	$90K	Hold	656	–	–	﹤0.01%	505
2026 Q1	$77.2K	Buy	+656	New	+$84K	﹤0.01%	519

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

Cassaday & Co Wealth Management's PHM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Pultegroup (PHM) position steady in Q2 2026 at 656 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Cassaday & Co Wealth Management first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Cassaday & Co Wealth Management held 656 shares of Pultegroup worth $90K as of Q2 2026.
Cassaday & Co Wealth Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #505 holding.
Cassaday & Co Wealth Management first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.