JWA
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JFS Wealth Advisors’s Pultegroup PHM Stock Holding History

JFS Wealth Advisors’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 		$36.8K Buy
268
+2
+0.8% +$243 ﹤0.01% 613
2026
Q1 		$31.3K Buy
266
+9
+4% +$1.15K ﹤0.01% 624
2025
Q4 		$30.1K Buy
257
+45
+21% +$5.52K ﹤0.01% 641
2025
Q3 		$28K Hold
212
– – ﹤0.01% 623
2025
Q2 		$22.4K Sell
212
-5
-2% -$504 ﹤0.01% 635
2025
Q1 		$22.3K Buy
217
+5
+2% +$540 ﹤0.01% 636
2024
Q4 		$23.1K Hold
212
– – ﹤0.01% 608
2024
Q3 		$30.4K Sell
212
-45
-18% -$5.72K ﹤0.01% 550
2024
Q2 		$28.3K Sell
257
-121
-32% -$13.7K ﹤0.01% 523
2024
Q1 		$45.6K Buy
378
+111
+42% +$11.9K ﹤0.01% 444
2023
Q4 		$27.6K Buy
267
+9
+3% +$765 ﹤0.01% 517
2023
Q3 		$19.1K Hold
258
– – ﹤0.01% 559
2023
Q2 		$20K Hold
258
– – ﹤0.01% 544
2023
Q1 		$15K Sell
258
-11
-4% -$594 ﹤0.01% 597
2022
Q4 		$12.2K Buy
269
+14
+5% +$590 ﹤0.01% 639
2022
Q3 		$10K Buy
255
+83
+48% +$3.49K ﹤0.01% 732
2022
Q2 		$7K Buy
172
+53
+45% +$2.23K ﹤0.01% 889
2022
Q1 		$5K Buy
119
+43
+57% +$2.13K ﹤0.01% 1057
2021
Q4 		$4K Buy
+76
New +$3.9K ﹤0.01% 874

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

JFS Wealth Advisors's PHM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Pultegroup (PHM) stake by 0.75% in Q2 2026, buying an estimated $243 and bringing the position to 268 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

JFS Wealth Advisors first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.6K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • JFS Wealth Advisors held 268 shares of Pultegroup worth $36.8K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Pultegroup shares in Q2 2026, an estimated $243.
  • Pultegroup made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • JFS Wealth Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Pultegroup position peaked at $45.6K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.