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Kingswood Wealth Advisors’s Pultegroup PHM Stock Holding History

Kingswood Wealth 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 		$501K Buy
3,649
+161
+5% +$19.6K 0.02% 608
2026
Q1 		$410K Buy
3,488
+48
+1% +$6.15K 0.02% 599
2025
Q4 		$403K Sell
3,440
-1,625
-32% -$199K 0.02% 586
2025
Q3 		$669K Buy
+5,065
New +$629K 0.04% 401
2024
Q4 		– Sell
-3,222
Closed -$462K – 878
2024
Q3 		$462K Buy
+3,222
New +$410K 0.03% 470

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

Kingswood Wealth Advisors's PHM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Pultegroup (PHM) stake by 4.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 3,649 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #608.

Kingswood Wealth Advisors first reported a position in PHM in Q3 2024 and has held it in 5 quarters since. The position peaked at $669K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kingswood Wealth Advisors held 3,649 shares of Pultegroup worth $501K as of Q2 2026.
  • Kingswood Wealth Advisors bought 161 Pultegroup shares in Q2 2026, an estimated $19.6K.
  • Pultegroup made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #608 holding.
  • Kingswood Wealth Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Pultegroup position peaked at $669K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.