HAP
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Harbor Asset Planning’s Pultegroup PHM Stock Holding History

Harbor Asset Planning’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 		$259K Hold
1,886
– – 0.19% 90
2026
Q1 		$222K Hold
1,886
– – 0.19% 92
2025
Q4 		$221K Hold
1,886
– – 0.19% 86
2025
Q3 		$249K Hold
1,886
– – 0.22% 79
2025
Q2 		$199K Buy
+1,886
New +$190K 0.19% 87

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Harbor Asset Planning's PHM Position: Q2 2026 in Review

Harbor Asset Planning held its Pultegroup (PHM) position steady in Q2 2026 at 1,886 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #90.

Harbor Asset Planning first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Harbor Asset Planning held 1,886 shares of Pultegroup worth $259K as of Q2 2026.
  • Harbor Asset Planning left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.19% of Harbor Asset Planning's portfolio in Q2 2026, its #90 holding.
  • Harbor Asset Planning first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.