Fiduciary Family Office’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Buy
9,029
+306
+4% +$37.2K 0.31% 60
2026
Q1
$1.03M Buy
8,723
+1,202
+16% +$154K 0.29% 69
2025
Q4
$882K Buy
7,521
+201
+3% +$24.7K 0.25% 73
2025
Q3
$967K Buy
7,320
+1,388
+23% +$172K 0.28% 72
2025
Q2
$626K Sell
5,932
-4,076
-41% -$411K 0.2% 100
2025
Q1
$1.03M Buy
+10,008
New +$1.08M 0.34% 61
2024
Q4
Sell
-6,728
Closed -$966K 204
2024
Q3
$966K Sell
6,728
-252
-4% -$32K 0.32% 67
2024
Q2
$768K Buy
6,980
+71
+1% +$8.06K 0.3% 84
2024
Q1
$833K Buy
6,909
+1,923
+39% +$206K 0.33% 89
2023
Q4
$515K Buy
+4,986
New +$424K 0.23% 111

Other funds holding PHM

Fiduciary Family Office's PHM Position: Q2 2026 in Review

Fiduciary Family Office increased its Pultegroup (PHM) stake by 3.5% in Q2 2026, buying an estimated $37.2K and bringing the position to 9,029 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #60.

Fiduciary Family Office first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Fiduciary Family Office held 9,029 shares of Pultegroup worth $1.24M as of Q2 2026.
  • Fiduciary Family Office bought 306 Pultegroup shares in Q2 2026, an estimated $37.2K.
  • Pultegroup made up 0.31% of Fiduciary Family Office's portfolio in Q2 2026, its #60 holding.
  • Fiduciary Family Office first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.