Downshift Financial’s Pultegroup PHM Stock Holding History

Downshift Financial’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	$1.1K	Buy	+8	New	+$972	﹤0.01%	481

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

Downshift Financial's PHM Position: Q2 2026 in Review

Downshift Financial opened a new position in Pultegroup (PHM) in Q2 2026: 8 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

1,033 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Downshift Financial held 8 shares of Pultegroup worth $1.1K as of Q2 2026.
Pultegroup was a new Downshift Financial position in Q2 2026.
Pultegroup made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #481 holding.
1,033 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.