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Marble Wealth’s Pultegroup PHM Stock Holding History

Marble Wealth’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 		$220K Buy
+1,606
New +$195K 0.03% 223
2026
Q1 		– Sell
-6,703
Closed -$786K – 268
2025
Q4 		$786K Buy
+6,703
New +$822K 0.11% 133

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

Marble Wealth's PHM Position: Q2 2026 in Review

Marble Wealth opened a new position in Pultegroup (PHM) in Q2 2026: 1,606 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings. This is a return to the name: Marble Wealth previously reported a position in PHM as recently as Q4 2025.

Marble Wealth first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $786K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Marble Wealth held 1,606 shares of Pultegroup worth $220K as of Q2 2026.
  • Pultegroup was a new Marble Wealth position in Q2 2026.
  • Pultegroup made up 0.03% of Marble Wealth's portfolio in Q2 2026, its #223 holding.
  • Marble Wealth first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • Marble Wealth's Pultegroup position peaked at $786K in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.