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Concord Wealth Partners’s Pultegroup PHM Stock Holding History

Concord Wealth Partners’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 		$7.13K Buy
+52
New +$6.32K ﹤0.01% 616
2026
Q1 		– Sell
-221
Closed -$25.9K – 626
2025
Q4 		$25.9K Sell
221
-99
-31% -$12.1K ﹤0.01% 410
2025
Q3 		$42.3K Sell
320
-956
-75% -$119K 0.01% 361
2025
Q2 		$135K Sell
1,276
-5,636
-82% -$568K 0.02% 243
2025
Q1 		$711K Buy
6,912
+1,715
+33% +$185K 0.12% 135
2024
Q4 		$566K Buy
5,197
+195
+4% +$25.3K 0.09% 136
2024
Q3 		$718K Buy
5,002
+83
+2% +$10.6K 0.12% 113
2024
Q2 		$542K Buy
4,919
+74
+2% +$8.4K 0.1% 134
2024
Q1 		$584K Buy
4,845
+2,415
+99% +$259K 0.11% 131
2023
Q4 		$251K Sell
2,430
-6,376
-72% -$542K 0.05% 175
2023
Q3 		$652K Buy
8,806
+2,688
+44% +$214K 0.14% 105
2023
Q2 		$475K Buy
6,118
+2,683
+78% +$182K 0.1% 115
2023
Q1 		$200K Buy
3,435
+3,395
+8,488% +$183K 0.06% 163
2022
Q4 		$1.82K Buy
+40
New +$1.69K ﹤0.01% 957
2022
Q3 		– Sell
-22
Closed -$1K – 852
2022
Q2 		$1K Sell
22
-7
-24% -$295 ﹤0.01% 1170
2022
Q1 		$1K Buy
+29
New +$1.44K ﹤0.01% 1233

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

Concord Wealth Partners's PHM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Pultegroup (PHM) in Q2 2026: 52 shares worth $7.13K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PHM as recently as Q4 2025.

Concord Wealth Partners first reported a position in PHM in Q1 2022 and has held it in 16 quarters since. The position peaked at $718K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Concord Wealth Partners held 52 shares of Pultegroup worth $7.13K as of Q2 2026.
  • Pultegroup was a new Concord Wealth Partners position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #616 holding.
  • Concord Wealth Partners first reported a position in Pultegroup in Q1 2022 and has held it in 16 quarters since.
  • Concord Wealth Partners's Pultegroup position peaked at $718K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.