KWM
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Kingsview Wealth Management’s Pultegroup PHM Stock Holding History

Kingsview 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
2017
Q4 		– Sell
-1,000
Closed -$4K – 428
2017
Q3 		$4K Buy
+1,000
New +$25.3K ﹤0.01% 312

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

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

Kingsview Wealth Management reduced its Pultegroup (PHM) stake by 21% in Q2 2026, selling an estimated $52.7K and leaving 1,598 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Kingsview Wealth Management first reported a position in PHM in Q1 2017 and has held it in 16 quarters since. The position peaked at $9.42M in Q2 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kingsview Wealth Management held 1,598 shares of Pultegroup worth $219K as of Q2 2026.
  • Kingsview Wealth Management sold 434 Pultegroup shares in Q2 2026, an estimated $52.7K.
  • Pultegroup made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1324 holding.
  • Kingsview Wealth Management first reported a position in Pultegroup in Q1 2017 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Pultegroup position peaked at $9.42M in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.