Costello Asset Management’s Pultegroup PHM Stock Holding History

Costello Asset 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	$27.4K	Hold	200	–	–	0.01%	355
2026 Q1	$23.5K	Hold	200	–	–	0.01%	360
2025 Q4	$23.5K	Hold	200	–	–	0.01%	352
2025 Q3	$26.4K	Hold	200	–	–	0.01%	330
2025 Q2	$21.1K	Hold	200	–	–	0.01%	360
2025 Q1	$20.6K	Buy	+200	New	+$21.6K	0.01%	341

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

Costello Asset Management's PHM Position: Q2 2026 in Review

Costello Asset Management held its Pultegroup (PHM) position steady in Q2 2026 at 200 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #355.

Costello Asset Management first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Costello Asset Management held 200 shares of Pultegroup worth $27.4K as of Q2 2026.
Costello Asset Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #355 holding.
Costello Asset Management first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.