GW Henssler & Associates’s Pultegroup PHM Stock Holding History

GW Henssler & 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	$207K	Buy	+1,510	New	+$183K	0.01%	252
2023 Q3	–	Sell	-4,562	Closed	-$354K	–	258
2023 Q2	$354K	Sell	4,562 -2,400	-34%	-$163K	0.02%	131
2023 Q1	$406K	Sell	6,962 -49	-0.7%	-$2.65K	0.03%	126
2022 Q4	$319K	Hold	7,011	–	–	0.02%	153
2022 Q3	$263K	Buy	7,011 +571	+9%	+$24K	0.02%	162
2022 Q2	$255K	Sell	6,440 -277	-4%	-$11.7K	0.02%	166
2022 Q1	$281K	Buy	6,717 +144	+2%	+$7.14K	0.02%	198
2021 Q4	$376K	Buy	+6,573	New	+$337K	0.02%	182
2021 Q3	–	Sell	-6,675	Closed	-$364K	–	190
2021 Q2	$364K	Buy	+6,675	New	+$373K	0.02%	177

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 $3.38T AUM 44.17% 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

GW Henssler & Associates's PHM Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Pultegroup (PHM) in Q2 2026: 1,510 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in PHM as recently as Q2 2023.

GW Henssler & Associates first reported a position in PHM in Q2 2021 and has held it in 9 quarters since. The position peaked at $406K in Q1 2023. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

GW Henssler & Associates held 1,510 shares of Pultegroup worth $207K as of Q2 2026.
Pultegroup was a new GW Henssler & Associates position in Q2 2026.
Pultegroup made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #252 holding.
GW Henssler & Associates first reported a position in Pultegroup in Q2 2021 and has held it in 9 quarters since.
GW Henssler & Associates's Pultegroup position peaked at $406K in Q1 2023.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.