CreativeOne Wealth’s Pultegroup PHM Stock Holding History

CreativeOne Wealth’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	$491K	Sell	3,578 -10,177	-74%	-$1.24M	0.01%	806
2026 Q1	$1.62M	Sell	13,755 -1,006	-7%	-$129K	0.04%	412
2025 Q4	$1.73M	Buy	14,761 +2,314	+19%	+$284K	0.04%	364
2025 Q3	$1.64M	Sell	12,447 -7,087	-36%	-$880K	0.04%	386
2025 Q2	$2.06M	Buy	19,534 +15,005	+331%	+$1.51M	0.05%	341
2025 Q1	$466K	Buy	4,529 +294	+7%	+$31.8K	0.01%	709
2024 Q4	$461K	Sell	4,235 -1,549	-27%	-$201K	0.01%	716
2024 Q3	$830K	Buy	5,784 +1,384	+31%	+$176K	0.03%	488
2024 Q2	$484K	Sell	4,400 -49	-1%	-$5.56K	0.02%	481
2024 Q1	$536K	Buy	4,449 +222	+5%	+$23.8K	0.02%	554
2023 Q4	$437K	Buy	4,227 +1,016	+32%	+$86.3K	0.03%	401
2023 Q3	$238K	Buy	3,211 +17	+0.5%	+$1.35K	0.02%	493
2023 Q2	$248K	Buy	+3,194	New	+$216K	0.01%	704

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

CreativeOne Wealth's PHM Position: Q2 2026 in Review

CreativeOne Wealth reduced its Pultegroup (PHM) stake by 74% in Q2 2026, selling an estimated $1.24M and leaving 3,578 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #806.

CreativeOne Wealth first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

CreativeOne Wealth held 3,578 shares of Pultegroup worth $491K as of Q2 2026.
CreativeOne Wealth sold 10,177 Pultegroup shares in Q2 2026, an estimated $1.24M.
Pultegroup made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #806 holding.
CreativeOne Wealth first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
CreativeOne Wealth's Pultegroup position peaked at $2.06M in Q2 2025.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.