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High Point Wealth Management’s Pultegroup PHM Stock Holding History

High Point 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 		$44.1K Buy
322
+1
+0.3% +$121 0.04% 148
2026
Q1 		$37.8K Buy
321
+1
+0.3% +$128 0.04% 155
2025
Q4 		$37.6K Buy
+320
New +$39.2K 0.04% 166

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Point Wealth Management's PHM Position: Q2 2026 in Review

High Point Wealth Management increased its Pultegroup (PHM) stake by 0.31% in Q2 2026, buying an estimated $121 and bringing the position to 322 shares worth $44.1K. The position accounts for 0.04% of the portfolio, ranked #148.

High Point Wealth Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • High Point Wealth Management held 322 shares of Pultegroup worth $44.1K as of Q2 2026.
  • High Point Wealth Management bought 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #148 holding.
  • High Point Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.