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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
Q2 		$9.06K Sell
66
-9
-12% -$1.09K ﹤0.01% 434
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 $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

High Note Wealth's PHM Position: Q2 2026 in Review

High Note Wealth reduced its Pultegroup (PHM) stake by 12% in Q2 2026, selling an estimated $1.09K and leaving 66 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

High Note Wealth first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • High Note Wealth held 66 shares of Pultegroup worth $9.06K as of Q2 2026.
  • High Note Wealth sold 9 Pultegroup shares in Q2 2026, an estimated $1.09K.
  • Pultegroup made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #434 holding.
  • High Note Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.