IMG Wealth Management’s Pultegroup PHM Stock Holding History

IMG 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	$4.94K	Buy	36 +11	+44%	+$1.34K	﹤0.01%	405
2026 Q1	$2.94K	Buy	+25	New	+$3.2K	﹤0.01%	419

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

IMG Wealth Management's PHM Position: Q2 2026 in Review

IMG Wealth Management increased its Pultegroup (PHM) stake by 44% in Q2 2026, buying an estimated $1.34K and bringing the position to 36 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

IMG Wealth Management first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

IMG Wealth Management held 36 shares of Pultegroup worth $4.94K as of Q2 2026.
IMG Wealth Management bought 11 Pultegroup shares in Q2 2026, an estimated $1.34K.
Pultegroup made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #405 holding.
IMG Wealth Management first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.