Frank Rimerman Advisors’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Buy
+1,624
New +$197K 0.01% 578
2025
Q1
Sell
-1,856
Closed -$202K 548
2024
Q4
$202K Buy
1,856
+402
+28% +$52.2K 0.01% 504
2024
Q3
$209K Buy
+1,454
New +$185K 0.01% 504

Other funds holding PHM

Frank Rimerman Advisors's PHM Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,624 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in PHM as recently as Q4 2024.

Frank Rimerman Advisors first reported a position in PHM in Q3 2024 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Frank Rimerman Advisors held 1,624 shares of Pultegroup worth $223K as of Q2 2026.
  • Pultegroup was a new Frank Rimerman Advisors position in Q2 2026.
  • Pultegroup made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #578 holding.
  • Frank Rimerman Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.