DWM
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Darwin Wealth Management’s Pultegroup PHM Stock Holding History

Darwin 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 		$10.5K Sell
76
-86
-53% -$10.4K ﹤0.01% 378
2026
Q1 		$19.1K Sell
162
-44
-21% -$5.63K 0.01% 311
2025
Q4 		$24.2K Sell
206
-59
-22% -$7.24K 0.01% 283
2025
Q3 		$35K Sell
265
-9,866
-97% -$1.23M 0.01% 240
2025
Q2 		$1.07M Sell
10,131
-1,365
-12% -$138K 0.37% 70
2025
Q1 		$1.25M Hold
11,496
– – 0.42% 62
2024
Q4 		$1.25M Sell
11,496
-3,147
-21% -$409K 0.42% 62
2024
Q3 		$2.1M Buy
+14,643
New +$1.86M 0.58% 58
2024
Q2 		– Sell
-16,803
Closed -$2.03M – 127
2024
Q1 		$2.03M Buy
+16,803
New +$1.8M 0.56% 53

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Darwin Wealth Management's PHM Position: Q2 2026 in Review

Darwin Wealth Management reduced its Pultegroup (PHM) stake by 53% in Q2 2026, selling an estimated $10.4K and leaving 76 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Darwin Wealth Management first reported a position in PHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q3 2024. 276 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Darwin Wealth Management held 76 shares of Pultegroup worth $10.5K as of Q2 2026.
  • Darwin Wealth Management sold 86 Pultegroup shares in Q2 2026, an estimated $10.4K.
  • Pultegroup made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Darwin Wealth Management first reported a position in Pultegroup in Q1 2024 and has held it in 9 quarters since.
  • Darwin Wealth Management's Pultegroup position peaked at $2.1M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.