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Inlet Private Wealth’s Pultegroup PHM Stock Holding History

Inlet Private 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 		$2.09M Sell
15,240
-2
-0% -$243 0.51% 60
2026
Q1 		$1.79M Buy
15,242
+1,500
+11% +$192K 0.46% 65
2025
Q4 		$1.61M Sell
13,742
-1,455
-10% -$178K 0.37% 69
2025
Q3 		$2.01M Buy
15,197
+2
+0% +$248 0.45% 65
2025
Q2 		$1.6M Buy
15,195
+60
+0.4% +$6.04K 0.39% 70
2025
Q1 		$1.56M Buy
15,135
+385
+3% +$41.6K 0.4% 71
2024
Q4 		$1.61M Buy
14,750
+3,450
+31% +$448K 0.42% 71
2024
Q3 		$1.62M Hold
11,300
– – 0.41% 73
2024
Q2 		$1.24M Buy
11,300
+200
+2% +$22.7K 0.34% 74
2024
Q1 		$1.34M Sell
11,100
-50
-0.4% -$5.37K 0.37% 70
2023
Q4 		$1.15M Sell
11,150
-1,000
-8% -$85K 0.35% 71
2023
Q3 		$900K Sell
12,150
-150
-1% -$12K 0.3% 76
2023
Q2 		$955K Hold
12,300
– – 0.24% 78
2023
Q1 		$717K Sell
12,300
-500
-4% -$27K 0.19% 85
2022
Q4 		$583K Sell
12,800
-36,913
-74% -$1.56M 0.15% 90
2022
Q3 		$1.86M Sell
49,713
-4,300
-8% -$181K 0.56% 55
2022
Q2 		$2.14M Hold
54,013
– – 0.61% 52
2022
Q1 		$2.26M Hold
54,013
– – 0.57% 58
2021
Q4 		$3.09M Buy
54,013
+1,000
+2% +$51.3K 0.75% 46
2021
Q3 		$2.43M Sell
53,013
-594
-1% -$30.9K 0.65% 53
2021
Q2 		$2.92M Buy
53,607
+1,507
+3% +$84.3K 0.77% 50
2021
Q1 		$2.73M Buy
+52,100
New +$2.43M 0.78% 50

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

Inlet Private Wealth's PHM Position: Q2 2026 in Review

Inlet Private Wealth reduced its Pultegroup (PHM) stake by 0.01% in Q2 2026, selling an estimated $243 and leaving 15,240 shares worth $2.09M. The position accounts for 0.51% of the portfolio, ranked #60.

Inlet Private Wealth first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.09M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Inlet Private Wealth held 15,240 shares of Pultegroup worth $2.09M as of Q2 2026.
  • Inlet Private Wealth sold 2 Pultegroup shares in Q2 2026, an estimated $243.
  • Pultegroup made up 0.51% of Inlet Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Inlet Private Wealth first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • Inlet Private Wealth's Pultegroup position peaked at $3.09M in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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