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Kestra Private Wealth Services’s Pultegroup PHM Stock Holding History

Kestra Private Wealth Services’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 		$405K Sell
2,952
-4,962
-63% -$603K ﹤0.01% 1360
2026
Q1 		$931K Sell
7,914
-175
-2% -$22.4K 0.01% 870
2025
Q4 		$949K Buy
8,089
+5,129
+173% +$629K 0.01% 830
2025
Q3 		$391K Sell
2,960
-225
-7% -$27.9K 0.01% 1224
2025
Q2 		$336K Sell
3,185
-431
-12% -$43.4K ﹤0.01% 1222
2025
Q1 		$372K Hold
3,616
– – 0.01% 1097
2024
Q4 		$394K Buy
3,616
+906
+33% +$118K 0.01% 1033
2024
Q3 		$389K Sell
2,710
-568
-17% -$72.2K 0.01% 982
2024
Q2 		$361K Sell
3,278
-3,915
-54% -$445K 0.01% 973
2024
Q1 		$868K Buy
7,193
+30
+0.4% +$3.22K 0.02% 600
2023
Q4 		$739K Buy
7,163
+3,780
+112% +$321K 0.02% 607
2023
Q3 		$251K Buy
3,383
+72
+2% +$5.74K 0.01% 950
2023
Q2 		$257K Buy
+3,311
New +$224K 0.01% 874
2023
Q1 		– Sell
-8,483
Closed -$386K – 1087
2022
Q4 		$386K Buy
8,483
+2,520
+42% +$106K 0.02% 594
2022
Q3 		$224K Sell
5,963
-4
-0.1% -$168 0.01% 747
2022
Q2 		$236K Sell
5,967
-11
-0.2% -$463 0.01% 737
2022
Q1 		$250K Sell
5,978
-705
-11% -$35K 0.01% 805
2021
Q4 		$382K Buy
6,683
+900
+16% +$46.1K 0.02% 674
2021
Q3 		$266K Sell
5,783
-770
-12% -$40K 0.01% 754
2021
Q2 		$358K Buy
6,553
+537
+9% +$30K 0.02% 611
2021
Q1 		$315K Buy
6,016
+726
+14% +$33.9K 0.02% 590
2020
Q4 		$233K Buy
5,290
+107
+2% +$4.74K 0.02% 627
2020
Q3 		$240K Buy
+5,183
New +$222K 0.02% 553

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 $3.38T AUM 44.17% 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 Private Wealth Services's PHM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Pultegroup (PHM) stake by 63% in Q2 2026, selling an estimated $603K and leaving 2,952 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Kestra Private Wealth Services first reported a position in PHM in Q3 2020 and has held it in 23 quarters since. The position peaked at $949K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kestra Private Wealth Services held 2,952 shares of Pultegroup worth $405K as of Q2 2026.
  • Kestra Private Wealth Services sold 4,962 Pultegroup shares in Q2 2026, an estimated $603K.
  • Pultegroup made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1360 holding.
  • Kestra Private Wealth Services first reported a position in Pultegroup in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Pultegroup position peaked at $949K in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.