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Kestra Investment Management’s Pultegroup PHM Stock Holding History

Kestra Investment 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 		$455K Sell
3,313
-1,339
-29% -$163K 0.01% 331
2026
Q1 		$547K Buy
4,652
+1,563
+51% +$200K 0.01% 283
2025
Q4 		$362K Buy
3,089
+205
+7% +$25.1K 0.01% 329
2025
Q3 		$381K Buy
2,884
+227
+9% +$28.2K 0.01% 318
2025
Q2 		$280K Buy
2,657
+40
+2% +$4.03K 0.01% 376
2025
Q1 		$269K Buy
2,617
+694
+36% +$75K 0.01% 343
2024
Q4 		$209K Buy
1,923
+141
+8% +$18.3K 0.01% 350
2024
Q3 		$256K Buy
+1,782
New +$227K 0.01% 291

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

Kestra Investment Management's PHM Position: Q2 2026 in Review

Kestra Investment Management reduced its Pultegroup (PHM) stake by 29% in Q2 2026, selling an estimated $163K and leaving 3,313 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #331.

Kestra Investment Management first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $547K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kestra Investment Management held 3,313 shares of Pultegroup worth $455K as of Q2 2026.
  • Kestra Investment Management sold 1,339 Pultegroup shares in Q2 2026, an estimated $163K.
  • Pultegroup made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #331 holding.
  • Kestra Investment Management first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Pultegroup position peaked at $547K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.