Finivi Inc’s Pultegroup PHM Stock Holding History

Finivi Inc’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	–	Sell	-2,027	Closed	-$238K	–	114
2026 Q1	$238K	Buy	+2,027	New	+$260K	0.13%	97

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

Finivi Inc's PHM Position: Q2 2026 in Review

Finivi Inc sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 2,027 shares — an estimated $238K sold.

Finivi Inc first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 1,023 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Finivi Inc reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Finivi Inc sold 2,027 Pultegroup shares in Q2 2026, an estimated $238K.
Finivi Inc first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
Finivi Inc's Pultegroup position peaked at $238K in Q1 2026.
1,023 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.