HWA
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HHM Wealth Advisors’s Pultegroup PHM Stock Holding History

HHM Wealth Advisors’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 		$37.6K Hold
274
– – ﹤0.01% 427
2026
Q1 		$32.2K Buy
274
+168
+158% +$21.5K ﹤0.01% 433
2025
Q4 		$12.4K Sell
106
-35
-25% -$4.29K ﹤0.01% 583
2025
Q3 		$18.7K Hold
141
– – ﹤0.01% 526
2025
Q2 		$14.9K Hold
141
– – ﹤0.01% 552
2025
Q1 		$14.5K Buy
141
+1
+0.7% +$108 ﹤0.01% 546
2024
Q4 		$15.3K Hold
140
– – ﹤0.01% 533
2024
Q3 		$20.1K Buy
+140
New +$17.8K ﹤0.01% 466

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

HHM Wealth Advisors's PHM Position: Q2 2026 in Review

HHM Wealth Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 274 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

HHM Wealth Advisors first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • HHM Wealth Advisors held 274 shares of Pultegroup worth $37.6K as of Q2 2026.
  • HHM Wealth Advisors left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • HHM Wealth Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.