Kelleher Financial Advisors’s Pultegroup PHM Stock Holding History

Kelleher Financial 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	$50.1K	Buy	+365	New	+$44.3K	0.01%	443

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kelleher Financial Advisors's PHM Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 365 shares worth $50.1K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Kelleher Financial Advisors held 365 shares of Pultegroup worth $50.1K as of Q2 2026.
Pultegroup was a new Kelleher Financial Advisors position in Q2 2026.
Pultegroup made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #443 holding.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.