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Elk River Wealth Management’s Pultegroup PHM Stock Holding History

Elk River 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 		$7.34M Sell
53,417
-5,384
-9% -$654K 1.17% 24
2026
Q1 		$6.93M Sell
58,801
-22,103
-27% -$2.83M 1.15% 25
2025
Q4 		$9.5M Sell
80,904
-1,669
-2% -$205K 1.53% 16
2025
Q3 		$10.9M Sell
82,573
-927
-1% -$115K 1.75% 17
2025
Q2 		$8.82M Sell
83,500
-1,077
-1% -$109K 1.52% 19
2025
Q1 		$8.71M Buy
84,577
+228
+0.3% +$24.6K 1.63% 18
2024
Q4 		$9.2M Sell
84,349
-301
-0.4% -$39.1K 1.67% 16
2024
Q3 		$12.2M Buy
84,650
+1,388
+2% +$176K 2.21% 14
2024
Q2 		$9.18M Buy
83,262
+1,527
+2% +$173K 1.8% 15
2024
Q1 		$9.88M Sell
81,735
-17,569
-18% -$1.89M 2.01% 14
2023
Q4 		$10.3M Sell
99,304
-790
-0.8% -$67.1K 1.97% 14
2023
Q3 		$7.43M Sell
100,094
-86
-0.1% -$6.86K 1.64% 19
2023
Q2 		$7.8M Sell
100,180
-1,822
-2% -$123K 1.67% 16
2023
Q1 		$5.96M Buy
102,002
+2,652
+3% +$143K 1.35% 26
2022
Q4 		$4.54M Buy
99,350
+74
+0.1% +$3.12K 1.1% 32
2022
Q3 		$3.74M Buy
99,276
+4,972
+5% +$209K 0.99% 34
2022
Q2 		$3.75M Sell
94,304
-4,017
-4% -$169K 0.95% 35
2022
Q1 		$4.13M Buy
98,321
+22,714
+30% +$1.13M 0.9% 37
2021
Q4 		$4.33M Buy
75,607
+1,394
+2% +$71.5K 0.98% 33
2021
Q3 		$3.42M Buy
74,213
+3,726
+5% +$194K 0.86% 41
2021
Q2 		$3.86M Buy
70,487
+1,925
+3% +$108K 1% 36
2021
Q1 		$3.6M Buy
68,562
+29,364
+75% +$1.37M 1.03% 35
2020
Q4 		$1.7M Buy
+39,198
New +$1.74M 0.56% 54

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

Elk River Wealth Management's PHM Position: Q2 2026 in Review

Elk River Wealth Management reduced its Pultegroup (PHM) stake by 9.2% in Q2 2026, selling an estimated $654K and leaving 53,417 shares worth $7.34M. The position accounts for 1.17% of the portfolio, ranked #24.

Elk River Wealth Management first reported a position in PHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.2M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Elk River Wealth Management held 53,417 shares of Pultegroup worth $7.34M as of Q2 2026.
  • Elk River Wealth Management sold 5,384 Pultegroup shares in Q2 2026, an estimated $654K.
  • Pultegroup made up 1.17% of Elk River Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Elk River Wealth Management first reported a position in Pultegroup in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's Pultegroup position peaked at $12.2M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.