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PHM icon

Drucker Wealth 3.0’s Pultegroup PHM Stock Holding History

Drucker Wealth 3.0’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 		$564K Sell
4,111
-152
-4% -$18.5K 0.09% 162
2026
Q1 		$501K Sell
4,263
-376
-8% -$48.2K 0.09% 168
2025
Q4 		$544K Sell
4,639
-9,459
-67% -$1.16M 0.1% 156
2025
Q3 		$1.86M Buy
14,098
+7,543
+115% +$937K 0.33% 67
2025
Q2 		$746K Buy
+6,555
New +$660K 0.14% 115

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Drucker Wealth 3.0's PHM Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Pultegroup (PHM) stake by 3.6% in Q2 2026, selling an estimated $18.5K and leaving 4,111 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #162.

Drucker Wealth 3.0 first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q3 2025. 125 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Drucker Wealth 3.0 held 4,111 shares of Pultegroup worth $564K as of Q2 2026.
  • Drucker Wealth 3.0 sold 152 Pultegroup shares in Q2 2026, an estimated $18.5K.
  • Pultegroup made up 0.09% of Drucker Wealth 3.0's portfolio in Q2 2026, its #162 holding.
  • Drucker Wealth 3.0 first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • Drucker Wealth 3.0's Pultegroup position peaked at $1.86M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.