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Timothy G. Youngquist 2020 Irrevocable Trust’s Pultegroup PHM Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-68
Closed -$8K – 389
2026
Q1 		$8K Buy
+68
New +$8.71K ﹤0.01% 426

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's PHM Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 68 shares — an estimated $8K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $8K in Q1 2026. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 68 Pultegroup shares in Q2 2026, an estimated $8K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Pultegroup position peaked at $8K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.