Financial Perspectives’s Pultegroup PHM Stock Holding History

Financial Perspectives’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	$34.3K	Hold	250	–	–	0.01%	384
2026 Q1	$29.4K	Hold	250	–	–	0.01%	391
2025 Q4	$29.3K	Hold	250	–	–	0.01%	386
2025 Q3	$33K	Sell	250 -160	-39%	-$19.9K	0.01%	373
2025 Q2	$43.2K	Hold	410	–	–	0.01%	327
2025 Q1	$42.1K	Hold	410	–	–	0.01%	316
2024 Q4	$44.6K	Hold	410	–	–	0.02%	311
2024 Q3	$58.8K	Hold	410	–	–	0.02%	267
2024 Q2	$45.1K	Hold	410	–	–	0.02%	289
2024 Q1	$49.5K	Hold	410	–	–	0.02%	277
2023 Q4	$42.3K	Hold	410	–	–	0.02%	287
2023 Q3	$30.4K	Hold	410	–	–	0.01%	312
2023 Q2	$31.8K	Hold	410	–	–	0.01%	313
2023 Q1	$23.9K	Hold	410	–	–	0.01%	335
2022 Q4	$18.7K	Hold	410	–	–	0.01%	366
2022 Q3	$15.4K	Hold	410	–	–	0.01%	382
2022 Q2	$16.2K	Hold	410	–	–	0.01%	379
2022 Q1	$17.2K	Hold	410	–	–	0.01%	392
2021 Q4	$23.4K	Hold	410	–	–	0.01%	340
2021 Q3	$18.8K	Hold	410	–	–	0.01%	360
2021 Q2	$22.4K	Hold	410	–	–	0.01%	365
2021 Q1	$21.5K	Hold	410	–	–	0.01%	356
2020 Q4	$17.7K	Hold	410	–	–	0.01%	347
2020 Q3	$19K	Hold	410	–	–	0.01%	297
2020 Q2	$14K	Hold	410	–	–	0.01%	319
2020 Q1	$9.15K	Hold	410	–	–	0.01%	333
2019 Q4	$15.9K	Buy	+410	New	+$15.9K	0.01%	288

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Perspectives's PHM Position: Q2 2026 in Review

Financial Perspectives held its Pultegroup (PHM) position steady in Q2 2026 at 250 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #384.

Financial Perspectives first reported a position in PHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $58.8K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Financial Perspectives held 250 shares of Pultegroup worth $34.3K as of Q2 2026.
Financial Perspectives left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #384 holding.
Financial Perspectives first reported a position in Pultegroup in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Pultegroup position peaked at $58.8K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.