IAG Wealth Partners’s Pultegroup PHM Stock Holding History

IAG 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	$2.69K	Hold	20	–	–	﹤0.01%	450
2026 Q1	$2.31K	Hold	20	–	–	﹤0.01%	465
2025 Q4	$2.3K	Hold	20	–	–	﹤0.01%	445
2025 Q3	$2.59K	Hold	20	–	–	﹤0.01%	459
2025 Q2	$2.07K	Sell	20 -36	-64%	-$3.63K	﹤0.01%	439
2025 Q1	$5.76K	Hold	56	–	–	﹤0.01%	389
2024 Q4	$6.1K	Hold	56	–	–	﹤0.01%	408
2024 Q3	$8.04K	Hold	56	–	–	﹤0.01%	369
2024 Q2	$6.17K	Buy	+56	New	+$6.36K	﹤0.01%	380
2020 Q3	–	Sell	-35	Closed	-$2K	–	417
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	365
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	399
2019 Q4	$2K	Buy	+35	New	+$1.36K	﹤0.01%	387

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

IAG Wealth Partners held its Pultegroup (PHM) position steady in Q2 2026 at 20 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

IAG Wealth Partners first reported a position in PHM in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.04K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

IAG Wealth Partners held 20 shares of Pultegroup worth $2.69K as of Q2 2026.
IAG Wealth Partners left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #450 holding.
IAG Wealth Partners first reported a position in Pultegroup in Q4 2019 and has held it in 12 quarters since.
IAG Wealth Partners's Pultegroup position peaked at $8.04K in Q3 2024.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.