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Fiduciary Alliance’s Pultegroup PHM Stock Holding History

Fiduciary Alliance’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 		$318K Sell
2,314
-4
-0.2% -$486 0.02% 428
2026
Q1 		$280K Sell
2,318
-68
-3% -$8.71K 0.02% 459
2025
Q4 		$280K Sell
2,386
-558
-19% -$68.4K 0.02% 436
2025
Q3 		$389K Sell
2,944
-5
-0.2% -$621 0.03% 374
2025
Q2 		$311K Sell
2,949
-431
-13% -$43.4K 0.02% 388
2025
Q1 		$347K Sell
3,380
-750
-18% -$81K 0.03% 294
2024
Q4 		$450K Buy
+4,130
New +$536K 0.05% 251

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

Fiduciary Alliance's PHM Position: Q2 2026 in Review

Fiduciary Alliance reduced its Pultegroup (PHM) stake by 0.17% in Q2 2026, selling an estimated $486 and leaving 2,314 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #428.

Fiduciary Alliance first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Fiduciary Alliance held 2,314 shares of Pultegroup worth $318K as of Q2 2026.
  • Fiduciary Alliance sold 4 Pultegroup shares in Q2 2026, an estimated $486.
  • Pultegroup made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #428 holding.
  • Fiduciary Alliance first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's Pultegroup position peaked at $450K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.