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Guardian Wealth Advisors (North Carolina)’s Pultegroup PHM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$280K Sell
2,044
-58
-3% -$7.04K 0.02% 320
2026
Q1 		$247K Sell
2,102
-56
-3% -$7.17K 0.02% 314
2025
Q4 		$253K Buy
2,158
+42
+2% +$5.15K 0.02% 319
2025
Q3 		$280K Sell
2,116
-18
-0.8% -$2.24K 0.02% 297
2025
Q2 		$225K Buy
2,134
+7
+0.3% +$705 0.02% 313
2025
Q1 		$219K Buy
2,127
+24
+1% +$2.59K 0.02% 294
2024
Q4 		$229K Buy
2,103
+530
+34% +$68.8K 0.02% 296
2024
Q3 		$226K Buy
+1,573
New +$200K 0.02% 251
2023
Q2 		– Sell
-3,838
Closed -$225K – 430
2023
Q1 		$225K Sell
3,838
-16,936
-82% -$915K 0.04% 202
2022
Q4 		$949K Buy
20,774
+442
+2% +$18.6K 0.18% 71
2022
Q3 		$766K Buy
20,332
+1,254
+7% +$52.7K 0.14% 79
2022
Q2 		$759K Buy
+19,078
New +$804K 0.14% 80

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s PHM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Pultegroup (PHM) stake by 2.8% in Q2 2026, selling an estimated $7.04K and leaving 2,044 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #320.

Guardian Wealth Advisors (North Carolina) first reported a position in PHM in Q2 2022 and has held it in 12 quarters since. The position peaked at $949K in Q4 2022. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,044 shares of Pultegroup worth $280K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 58 Pultegroup shares in Q2 2026, an estimated $7.04K.
  • Pultegroup made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #320 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pultegroup in Q2 2022 and has held it in 12 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Pultegroup position peaked at $949K in Q4 2022.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.