KWM
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Keebeck Wealth Management’s Pultegroup PHM Stock Holding History

Keebeck 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 		$692K Sell
5,032
-253
-5% -$30.7K 0.07% 202
2026
Q1 		$623K Buy
5,285
+429
+9% +$54.9K 0.07% 205
2025
Q4 		$571K Buy
4,856
+60
+1% +$7.36K 0.07% 200
2025
Q3 		$635K Buy
4,796
+194
+4% +$24.1K 0.08% 183
2025
Q2 		$486K Sell
4,602
-18
-0.4% -$1.81K 0.06% 206
2025
Q1 		$476K Sell
4,620
-1,172
-20% -$127K 0.07% 172
2024
Q4 		$632K Buy
5,792
+162
+3% +$21K 0.09% 150
2024
Q3 		$809K Sell
5,630
-321
-5% -$40.8K 0.12% 139
2024
Q2 		$656K Buy
5,951
+3
+0.1% +$341 0.1% 152
2024
Q1 		$719K Hold
5,948
– – 0.11% 156
2023
Q4 		$615K Buy
5,948
+424
+8% +$36K 0.1% 157
2023
Q3 		$410K Hold
5,524
– – 0.07% 188
2023
Q2 		$430K Hold
5,524
– – 0.06% 190
2023
Q1 		$323K Buy
5,524
+90
+2% +$4.86K 0.05% 202
2022
Q4 		$248K Buy
5,434
+14
+0.3% +$590 0.04% 212
2022
Q3 		$204K Hold
5,420
– – 0.04% 221
2022
Q2 		$216K Buy
5,420
+6
+0.1% +$253 0.04% 220
2022
Q1 		$228K Buy
5,414
+5
+0.1% +$248 0.04% 223
2021
Q4 		$310K Hold
5,409
– – 0.06% 183
2021
Q3 		$249K Hold
5,409
– – 0.05% 188
2021
Q2 		$296K Buy
+5,409
New +$302K 0.04% 207
2020
Q4 		– Sell
-5,409
Closed -$251K – 207
2020
Q3 		$251K Hold
5,409
– – 0.05% 167
2020
Q2 		$184K Buy
+5,409
New +$162K 0.06% 159
2020
Q1 		– Sell
-5,409
Closed -$210K – 282
2019
Q4 		$210K Buy
+5,409
New +$210K 0.07% 140

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

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

Keebeck Wealth Management reduced its Pultegroup (PHM) stake by 4.8% in Q2 2026, selling an estimated $30.7K and leaving 5,032 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #202.

Keebeck Wealth Management first reported a position in PHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $809K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Keebeck Wealth Management held 5,032 shares of Pultegroup worth $692K as of Q2 2026.
  • Keebeck Wealth Management sold 253 Pultegroup shares in Q2 2026, an estimated $30.7K.
  • Pultegroup made up 0.07% of Keebeck Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Keebeck Wealth Management first reported a position in Pultegroup in Q4 2019 and has held it in 24 quarters since.
  • Keebeck Wealth Management's Pultegroup position peaked at $809K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.