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Marshall Financial Group (Maryland)’s Pultegroup PHM Stock Holding History

Marshall Financial Group (Maryland)’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
-6,695
Closed -$787K – 329
2026
Q1 		$787K Buy
6,695
+103
+2% +$13.2K 0.13% 151
2025
Q4 		$773K Buy
+6,592
New +$809K 0.15% 160
2024
Q2 		– Sell
-10,182
Closed -$1.23M – 187
2024
Q1 		$1.23M Buy
10,182
+579
+6% +$62.1K 0.35% 71
2023
Q4 		$991K Buy
+9,603
New +$816K 0.32% 79

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

Marshall Financial Group (Maryland)'s PHM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 6,695 shares — an estimated $787K sold.

Marshall Financial Group (Maryland) first reported a position in PHM in Q4 2023 and held it in 4 quarters. The position peaked at $1.23M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,695 Pultegroup shares in Q2 2026, an estimated $787K.
  • Marshall Financial Group (Maryland) first reported a position in Pultegroup in Q4 2023 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Pultegroup position peaked at $1.23M in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.