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Golden State Wealth Management’s Pultegroup PHM Stock Holding History

Golden State 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 		$18.9K Sell
138
-146
-51% -$17.7K ﹤0.01% 962
2026
Q1 		$33.4K Sell
284
-200
-41% -$25.6K ﹤0.01% 788
2025
Q4 		$56.8K Buy
484
+75
+18% +$9.2K 0.01% 660
2025
Q3 		$54K Hold
409
– – 0.01% 654
2025
Q2 		$43.1K Sell
409
-500
-55% -$50.4K 0.01% 681
2025
Q1 		$93.4K Buy
909
+125
+16% +$13.5K 0.01% 460
2024
Q4 		$85.4K Buy
+784
New +$102K 0.01% 458
2020
Q4 		– Sell
-1,900
Closed -$88K – 369
2020
Q3 		$88K Buy
+1,900
New +$81.3K 0.03% 274

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

Golden State Wealth Management's PHM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Pultegroup (PHM) stake by 51% in Q2 2026, selling an estimated $17.7K and leaving 138 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Golden State Wealth Management first reported a position in PHM in Q3 2020 and has held it in 8 quarters since. The position peaked at $93.4K in Q1 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Golden State Wealth Management held 138 shares of Pultegroup worth $18.9K as of Q2 2026.
  • Golden State Wealth Management sold 146 Pultegroup shares in Q2 2026, an estimated $17.7K.
  • Pultegroup made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #962 holding.
  • Golden State Wealth Management first reported a position in Pultegroup in Q3 2020 and has held it in 8 quarters since.
  • Golden State Wealth Management's Pultegroup position peaked at $93.4K in Q1 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.