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Global Wealth Strategies & Associates’s Pultegroup PHM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-50
Closed -$5.88K – 350
2026
Q1 		$5.88K Hold
50
– – ﹤0.01% 353
2025
Q4 		$5.86K Sell
50
-7
-12% -$859 ﹤0.01% 354
2025
Q3 		$7.53K Hold
57
– – ﹤0.01% 311
2025
Q2 		$6.01K Hold
57
– – ﹤0.01% 253
2025
Q1 		$5.86K Hold
57
– – ﹤0.01% 306
2024
Q4 		$6.21K Hold
57
– – ﹤0.01% 252
2024
Q3 		$8.18K Hold
57
– – ﹤0.01% 207
2024
Q2 		$6.28K Hold
57
– – ﹤0.01% 204
2024
Q1 		$6.88K Hold
57
– – ﹤0.01% 202
2023
Q4 		$5.88K Hold
57
– – ﹤0.01% 193
2023
Q3 		$4.22K Hold
57
– – ﹤0.01% 216
2023
Q2 		$4.43K Hold
57
– – ﹤0.01% 214
2023
Q1 		$3.32K Hold
57
– – ﹤0.01% 232
2022
Q4 		$2.6K Buy
+57
New +$2.4K ﹤0.01% 256

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

Global Wealth Strategies & Associates's PHM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 50 shares — an estimated $5.88K sold.

Global Wealth Strategies & Associates first reported a position in PHM in Q4 2022 and held it in 14 quarters. The position peaked at $8.18K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 50 Pultegroup shares in Q2 2026, an estimated $5.88K.
  • Global Wealth Strategies & Associates first reported a position in Pultegroup in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Pultegroup position peaked at $8.18K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.