HWM
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HB Wealth Management’s Pultegroup PHM Stock Holding History

HB 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 		$1.09M Buy
7,958
+1,700
+27% +$206K 0.01% 707
2026
Q1 		$736K Buy
6,258
+1,143
+22% +$146K ﹤0.01% 799
2025
Q4 		$600K Buy
5,115
+477
+10% +$58.5K ﹤0.01% 830
2025
Q3 		$613K Buy
4,638
+566
+14% +$70.3K ﹤0.01% 777
2025
Q2 		$429K Sell
4,072
-309
-7% -$31.1K ﹤0.01% 800
2025
Q1 		$450K Buy
4,381
+1,308
+43% +$141K ﹤0.01% 798
2024
Q4 		$335K Sell
3,073
-1
-0% -$130 ﹤0.01% 767
2024
Q3 		$441K Buy
3,074
+425
+16% +$54K ﹤0.01% 628
2024
Q2 		$292K Buy
2,649
+214
+9% +$24.3K ﹤0.01% 721
2024
Q1 		$294K Buy
2,435
+40
+2% +$4.29K ﹤0.01% 666
2023
Q4 		$247K Buy
+2,395
New +$204K ﹤0.01% 678

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

HB Wealth Management's PHM Position: Q2 2026 in Review

HB Wealth Management increased its Pultegroup (PHM) stake by 27% in Q2 2026, buying an estimated $206K and bringing the position to 7,958 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #707.

HB Wealth Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • HB Wealth Management held 7,958 shares of Pultegroup worth $1.09M as of Q2 2026.
  • HB Wealth Management bought 1,700 Pultegroup shares in Q2 2026, an estimated $206K.
  • Pultegroup made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #707 holding.
  • HB Wealth Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.