Focus Partners Wealth
PHM icon

Focus Partners Wealth’s Pultegroup PHM Stock Holding History

Focus Partners Wealth’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 		$10.2M Sell
74,418
-10,803
-13% -$1.31M 0.01% 708
2026
Q1 		$10.1M Buy
85,221
+1,867
+2% +$239K 0.01% 716
2025
Q4 		$9.78M Buy
83,354
+70,149
+531% +$8.6M 0.01% 701
2025
Q3 		$1.74M Sell
13,205
-615
-4% -$76.4K ﹤0.01% 1072
2025
Q2 		$1.46M Buy
13,820
+1,303
+10% +$131K ﹤0.01% 996
2025
Q1 		$1.29M Buy
12,517
+2,114
+20% +$228K ﹤0.01% 982
2024
Q4 		$1.13M Buy
10,403
+841
+9% +$109K ﹤0.01% 1016
2024
Q3 		$1.37M Sell
9,562
-2,404
-20% -$306K ﹤0.01% 868
2024
Q2 		$1.32M Buy
+11,966
New +$1.36M ﹤0.01% 737

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

Focus Partners Wealth's PHM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Pultegroup (PHM) stake by 13% in Q2 2026, selling an estimated $1.31M and leaving 74,418 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #708.

Focus Partners Wealth first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Focus Partners Wealth held 74,418 shares of Pultegroup worth $10.2M as of Q2 2026.
  • Focus Partners Wealth sold 10,803 Pultegroup shares in Q2 2026, an estimated $1.31M.
  • Pultegroup made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #708 holding.
  • Focus Partners Wealth first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.