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Fortem Financial Group’s Pultegroup PHM Stock Holding History

Fortem Financial Group’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 		$233K Sell
1,700
-200
-11% -$24.3K 0.05% 172
2026
Q1 		$223K Sell
1,900
-200
-10% -$25.6K 0.06% 161
2025
Q4 		$246K Sell
2,100
-5
-0.2% -$613 0.07% 149
2025
Q3 		$278K Hold
2,105
– – 0.08% 137
2025
Q2 		$222K Sell
2,105
-400
-16% -$40.3K 0.07% 157
2025
Q1 		$258K Hold
2,505
– – 0.1% 164
2024
Q4 		$273K Buy
2,505
+1
+0% +$130 0.11% 154
2024
Q3 		$359K Buy
2,504
+1
+0% +$127 0.15% 136
2024
Q2 		$276K Hold
2,503
– – 0.12% 142
2024
Q1 		$302K Buy
2,503
+1
+0% +$107 0.13% 139
2023
Q4 		$258K Buy
+2,502
New +$213K 0.13% 146
2022
Q2 		– Sell
-6,550
Closed -$274K – 196
2022
Q1 		$274K Sell
6,550
-850
-11% -$42.2K 0.12% 140
2021
Q4 		$423K Buy
7,400
+140
+2% +$7.18K 0.19% 126
2021
Q3 		$333K Sell
7,260
-400
-5% -$20.8K 0.17% 135
2021
Q2 		$418K Sell
7,660
-200
-3% -$11.2K 0.21% 122
2021
Q1 		$412K Buy
7,860
+500
+7% +$23.3K 0.24% 116
2020
Q4 		$317K Sell
7,360
-1,099
-13% -$48.7K 0.19% 122
2020
Q3 		$392K Buy
8,459
+60
+0.7% +$2.57K 0.28% 97
2020
Q2 		$286K Buy
+8,399
New +$252K 0.22% 99

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

Fortem Financial Group's PHM Position: Q2 2026 in Review

Fortem Financial Group reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $24.3K and leaving 1,700 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #172.

Fortem Financial Group first reported a position in PHM in Q2 2020 and has held it in 19 quarters since. The position peaked at $423K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Fortem Financial Group held 1,700 shares of Pultegroup worth $233K as of Q2 2026.
  • Fortem Financial Group sold 200 Pultegroup shares in Q2 2026, an estimated $24.3K.
  • Pultegroup made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #172 holding.
  • Fortem Financial Group first reported a position in Pultegroup in Q2 2020 and has held it in 19 quarters since.
  • Fortem Financial Group's Pultegroup position peaked at $423K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.