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High Note Wealth’s Pultegroup PHM Stock Holding History

High Note Wealth’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
Q1 		$8.82K Buy
75
+8
+12% +$1.02K ﹤0.01% 402
2025
Q4 		$7.86K Buy
67
+6
+10% +$736 ﹤0.01% 381
2025
Q3 		$8.06K Sell
61
-12
-16% -$1.49K ﹤0.01% 348
2025
Q2 		$7.7K Hold
73
– – ﹤0.01% 334
2025
Q1 		$7.5K Hold
73
– – ﹤0.01% 328
2024
Q4 		$7.95K Buy
+73
New +$9.48K ﹤0.01% 327

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

High Note Wealth's PHM Position: Q1 2026 in Review

High Note Wealth increased its Pultegroup (PHM) stake by 12% in Q1 2026, buying an estimated $1.02K and bringing the position to 75 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

High Note Wealth first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • High Note Wealth held 75 shares of Pultegroup worth $8.82K as of Q1 2026.
  • High Note Wealth bought 8 Pultegroup shares in Q1 2026, an estimated $1.02K.
  • Pultegroup made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #402 holding.
  • High Note Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.