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Integrated Wealth Concepts’s Pultegroup PHM Stock Holding History

Integrated Wealth Concepts’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 		$1.2M Sell
8,724
-94
-1% -$11.4K 0.01% 1105
2026
Q1 		$1.04M Buy
8,818
+6,679
+312% +$855K 0.01% 1090
2025
Q4 		$251K Sell
2,139
-1,355
-39% -$166K ﹤0.01% 1403
2025
Q3 		$462K Buy
3,494
+630
+22% +$78.2K ﹤0.01% 1391
2025
Q2 		$302K Buy
2,864
+454
+19% +$45.7K ﹤0.01% 1544
2025
Q1 		$248K Sell
2,410
-1,416
-37% -$153K ﹤0.01% 1512
2024
Q4 		$417K Sell
3,826
-32
-0.8% -$4.16K ﹤0.01% 1214
2024
Q3 		$554K Sell
3,858
-6,228
-62% -$792K 0.01% 1039
2024
Q2 		$1.11M Buy
10,086
+1,208
+14% +$137K 0.02% 708
2024
Q1 		$1.07M Sell
8,878
-1,308
-13% -$140K 0.02% 724
2023
Q4 		$1.05M Buy
10,186
+4,241
+71% +$360K 0.02% 711
2023
Q3 		$440K Sell
5,945
-396
-6% -$31.6K 0.01% 1038
2023
Q2 		$493K Buy
+6,341
New +$430K 0.01% 985
2022
Q1 		– Sell
-4,158
Closed -$238K – 1020
2021
Q4 		$238K Buy
+4,158
New +$213K 0.01% 873

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

Integrated Wealth Concepts's PHM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Pultegroup (PHM) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 8,724 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1105.

Integrated Wealth Concepts first reported a position in PHM in Q4 2021 and has held it in 14 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Integrated Wealth Concepts held 8,724 shares of Pultegroup worth $1.2M as of Q2 2026.
  • Integrated Wealth Concepts sold 94 Pultegroup shares in Q2 2026, an estimated $11.4K.
  • Pultegroup made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1105 holding.
  • Integrated Wealth Concepts first reported a position in Pultegroup in Q4 2021 and has held it in 14 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.