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CBIZ Investment Advisory Services’s Pultegroup PHM Stock Holding History

CBIZ Investment Advisory Services’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 		$2.59K Hold
22
– – ﹤0.01% 308
2026
Q1 		$2.59K Sell
22
-31
-58% -$3.97K ﹤0.01% 308
2025
Q4 		$6.23K Hold
53
– – ﹤0.01% 465
2025
Q3 		$7.01K Buy
53
+22
+71% +$2.73K ﹤0.01% 398
2025
Q2 		$3.27K Buy
+31
New +$3.12K ﹤0.01% 492

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

CBIZ Investment Advisory Services's PHM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Pultegroup (PHM) position steady in Q2 2026 at 22 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

CBIZ Investment Advisory Services first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.01K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • CBIZ Investment Advisory Services held 22 shares of Pultegroup worth $2.59K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #308 holding.
  • CBIZ Investment Advisory Services first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Pultegroup position peaked at $7.01K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.