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Legacy Wealth Management (Idaho)’s Pultegroup PHM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-69
Closed -$8.12K – 736
2026
Q1 		$8.12K Hold
69
– – ﹤0.01% 534
2025
Q4 		$8.09K Buy
69
+57
+475% +$6.99K ﹤0.01% 458
2025
Q3 		$1.59K Hold
12
– – ﹤0.01% 572
2025
Q2 		$1.27K Sell
12
-8
-40% -$806 ﹤0.01% 568
2025
Q1 		$2.06K Hold
20
– – ﹤0.01% 532
2024
Q4 		$2.12K Buy
20
+8
+67% +$1.04K ﹤0.01% 493
2024
Q3 		$1.53K Buy
+12
New +$1.53K ﹤0.01% 505

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

Legacy Wealth Management (Idaho)'s PHM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 69 shares — an estimated $8.12K sold.

Legacy Wealth Management (Idaho) first reported a position in PHM in Q3 2024 and held it in 7 quarters. The position peaked at $8.12K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 69 Pultegroup shares in Q2 2026, an estimated $8.12K.
  • Legacy Wealth Management (Idaho) first reported a position in Pultegroup in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Pultegroup position peaked at $8.12K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.