Creative Planning’s Pultegroup PHM Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-500	Closed	-$10.8K	–	3282
2024 Q2	$10.8K	Buy	+500	New	+$56.8K	﹤0.01%	3014
2023 Q3	–	Sell	-200	Closed	-$2.93K	–	3005
2023 Q2	$2.93K	Buy	+200	New	+$13.6K	﹤0.01%	2582
2021 Q2	–	Sell	-1,600	Closed	-$16K	–	2456
2021 Q1	$16K	Hold	1,600	–	–	﹤0.01%	2452
2020 Q4	$8K	Buy	+1,600	New	+$70.9K	﹤0.01%	2240
2019 Q2	–	Sell	-100	Closed	-$1K	–	2096
2019 Q1	$1K	Buy	+100	New	+$2.73K	﹤0.01%	1965

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

Creative Planning's PHM Position: Q2 2026 in Review

Creative Planning increased its Pultegroup (PHM) stake by 26% in Q2 2026, buying an estimated $2.3M and bringing the position to 91,841 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #727.

Creative Planning first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Creative Planning held 91,841 shares of Pultegroup worth $12.6M as of Q2 2026.
Creative Planning bought 18,964 Pultegroup shares in Q2 2026, an estimated $2.3M.
Pultegroup made up 0.01% of Creative Planning's portfolio in Q2 2026, its #727 holding.
Creative Planning first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.