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Dogwood Wealth Management’s Pultegroup PHM Stock Holding History

Dogwood 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 		$3.02K Sell
22
-61
-73% -$7.41K ﹤0.01% 599
2026
Q1 		$9.76K Buy
83
+27
+48% +$3.46K ﹤0.01% 351
2025
Q4 		$6.57K Sell
56
-12
-18% -$1.47K ﹤0.01% 374
2025
Q3 		$9K Buy
68
+65
+2,167% +$8.07K ﹤0.01% 292
2025
Q2 		$327 Sell
3
-12
-80% -$1.21K ﹤0.01% 653
2025
Q1 		$1.54K Buy
+15
New +$1.62K ﹤0.01% 391
2024
Q3 		– Sell
-61
Closed -$6.72K – 605
2024
Q2 		$6.72K Buy
+61
New +$6.93K ﹤0.01% 189

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

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

Dogwood Wealth Management reduced its Pultegroup (PHM) stake by 73% in Q2 2026, selling an estimated $7.41K and leaving 22 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Dogwood Wealth Management first reported a position in PHM in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.76K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Dogwood Wealth Management held 22 shares of Pultegroup worth $3.02K as of Q2 2026.
  • Dogwood Wealth Management sold 61 Pultegroup shares in Q2 2026, an estimated $7.41K.
  • Pultegroup made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Dogwood Wealth Management first reported a position in Pultegroup in Q2 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Pultegroup position peaked at $9.76K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.