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Financial Consulate’s Pultegroup PHM Stock Holding History

Financial Consulate’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 		$8.24K Buy
60
+3
+5% +$364 ﹤0.01% 724
2026
Q1 		$6.7K Buy
57
+22
+63% +$2.82K ﹤0.01% 732
2025
Q4 		$4.11K Sell
35
-10
-22% -$1.23K ﹤0.01% 771
2025
Q3 		$5.95K Buy
+45
New +$5.59K ﹤0.01% 625

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

Financial Consulate's PHM Position: Q2 2026 in Review

Financial Consulate increased its Pultegroup (PHM) stake by 5.3% in Q2 2026, buying an estimated $364 and bringing the position to 60 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Financial Consulate first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Financial Consulate held 60 shares of Pultegroup worth $8.24K as of Q2 2026.
  • Financial Consulate bought 3 Pultegroup shares in Q2 2026, an estimated $364.
  • Pultegroup made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #724 holding.
  • Financial Consulate first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.