CTWM
PHM icon

Cherry Tree Wealth Management’s Pultegroup PHM Stock Holding History

Cherry Tree 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 		$11K Hold
80
– – ﹤0.01% 430
2026
Q1 		$9.41K Hold
80
– – ﹤0.01% 433
2025
Q4 		$9.38K Hold
80
– – ﹤0.01% 432
2025
Q3 		$10.6K Hold
80
– – ﹤0.01% 403
2025
Q2 		$8.44K Hold
80
– – ﹤0.01% 430
2025
Q1 		$8.22K Buy
+80
New +$8.64K ﹤0.01% 457

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's PHM Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Pultegroup (PHM) position steady in Q2 2026 at 80 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Cherry Tree Wealth Management first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cherry Tree Wealth Management held 80 shares of Pultegroup worth $11K as of Q2 2026.
  • Cherry Tree Wealth Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Cherry Tree Wealth Management first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.