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Juncture Wealth Strategies’s Pultegroup PHM Stock Holding History

Juncture Wealth Strategies’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 		$818K Buy
5,961
+3,942
+195% +$479K 0.21% 75
2026
Q1 		$237K Hold
2,019
– – 0.08% 122
2025
Q4 		$237K Hold
2,019
– – 0.08% 121
2025
Q3 		$267K Hold
2,019
– – 0.09% 111
2025
Q2 		$213K Hold
2,019
– – 0.08% 115
2025
Q1 		$208K Hold
2,019
– – 0.08% 118
2024
Q4 		$220K Hold
2,019
– – 0.08% 121
2024
Q3 		$290K Hold
2,019
– – 0.11% 104
2024
Q2 		$222K Hold
2,019
– – 0.09% 105
2024
Q1 		$244K Hold
2,019
– – 0.1% 96
2023
Q4 		$208K Buy
+2,019
New +$172K 0.09% 102

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Juncture Wealth Strategies's PHM Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Pultegroup (PHM) stake by 195% in Q2 2026, buying an estimated $479K and bringing the position to 5,961 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #75.

Juncture Wealth Strategies first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Juncture Wealth Strategies held 5,961 shares of Pultegroup worth $818K as of Q2 2026.
  • Juncture Wealth Strategies bought 3,942 Pultegroup shares in Q2 2026, an estimated $479K.
  • Pultegroup made up 0.21% of Juncture Wealth Strategies's portfolio in Q2 2026, its #75 holding.
  • Juncture Wealth Strategies first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 125 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.