Gleason Group’s Pultegroup PHM Stock Holding History

Gleason 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	$5.51K	Hold	40	–	–	﹤0.01%	309
2026 Q1	$4.71K	Hold	40	–	–	﹤0.01%	200
2025 Q4	$4.69K	Buy	+40	New	+$4.91K	﹤0.01%	198

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

Gleason Group's PHM Position: Q2 2026 in Review

Gleason Group held its Pultegroup (PHM) position steady in Q2 2026 at 40 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Gleason Group first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Gleason Group held 40 shares of Pultegroup worth $5.51K as of Q2 2026.
Gleason Group left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #309 holding.
Gleason Group first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.