KA
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Kozak & Associates’s Pultegroup PHM Stock Holding History

Kozak & Associates’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 		$5.4K Hold
41
– – ﹤0.01% 304
2026
Q1 		$4.96K Hold
41
– – ﹤0.01% 312
2025
Q4 		$5.37K Hold
41
– – ﹤0.01% 301
2025
Q3 		$4.61K Sell
41
-14
-25% -$1.74K ﹤0.01% 318
2025
Q2 		$6.2K Buy
55
+1
+2% +$101 ﹤0.01% 275
2025
Q1 		$5.19K Hold
54
– – ﹤0.01% 288
2024
Q4 		$5.97K Buy
54
+14
+35% +$1.82K ﹤0.01% 281
2024
Q3 		$5.9K Hold
40
– – ﹤0.01% 267
2024
Q2 		$4.22K Hold
40
– – ﹤0.01% 279
2024
Q1 		$4.75K Buy
+40
New +$4.29K ﹤0.01% 279

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

Kozak & Associates's PHM Position: Q2 2026 in Review

Kozak & Associates held its Pultegroup (PHM) position steady in Q2 2026 at 41 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Kozak & Associates first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.2K in Q2 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kozak & Associates held 41 shares of Pultegroup worth $5.4K as of Q2 2026.
  • Kozak & Associates left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #304 holding.
  • Kozak & Associates first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • Kozak & Associates's Pultegroup position peaked at $6.2K in Q2 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.