Gilpin Wealth Management’s Pultegroup PHM Stock Holding History

Gilpin Wealth Management’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	$3.43K	Hold	25	–	–	﹤0.01%	397
2026 Q1	$2.94K	Hold	25	–	–	﹤0.01%	397
2025 Q4	$2.93K	Buy	+25	New	+$3.07K	﹤0.01%	372

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

Gilpin Wealth Management's PHM Position: Q2 2026 in Review

Gilpin Wealth Management held its Pultegroup (PHM) position steady in Q2 2026 at 25 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Gilpin Wealth Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Gilpin Wealth Management held 25 shares of Pultegroup worth $3.43K as of Q2 2026.
Gilpin Wealth Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #397 holding.
Gilpin Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.