HWP
PHM icon

Highline Wealth Partners’s Pultegroup PHM Stock Holding History

Highline Wealth Partners’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 		$14.8K Buy
108
+80
+286% +$9.72K ﹤0.01% 455
2026
Q1 		$3.29K Buy
28
+21
+300% +$2.69K ﹤0.01% 863
2025
Q4 		$821 Hold
7
– – ﹤0.01% 937
2025
Q3 		$925 Hold
7
– – ﹤0.01% 937
2025
Q2 		$738 Sell
7
-1
-13% -$101 ﹤0.01% 758
2025
Q1 		$822 Hold
8
– – ﹤0.01% 773
2024
Q4 		$871 Sell
8
-2
-20% -$260 ﹤0.01% 543
2024
Q3 		$1.44K Buy
+10
New +$1.27K ﹤0.01% 484

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

Highline Wealth Partners's PHM Position: Q2 2026 in Review

Highline Wealth Partners increased its Pultegroup (PHM) stake by 286% in Q2 2026, buying an estimated $9.72K and bringing the position to 108 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Highline Wealth Partners first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Highline Wealth Partners held 108 shares of Pultegroup worth $14.8K as of Q2 2026.
  • Highline Wealth Partners bought 80 Pultegroup shares in Q2 2026, an estimated $9.72K.
  • Pultegroup made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #455 holding.
  • Highline Wealth Partners first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.