McGlone Suttner Wealth Management’s Pultegroup PHM Stock Holding History

McGlone Suttner Wealth Management’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	$205K	Buy	+1,496	New	+$182K	0.02%	194
2025 Q3	–	Sell	-2,224	Closed	-$235K	–	198
2025 Q2	$235K	Sell	2,224 -10	-0.4%	-$1.01K	0.04%	176
2025 Q1	$230K	Buy	2,234 +133	+6%	+$14.4K	0.04%	173
2024 Q4	$229K	Sell	2,101 -1,096	-34%	-$142K	0.04%	160
2024 Q3	$459K	Buy	3,197 +1,244	+64%	+$158K	0.1%	104
2024 Q2	$202K	Sell	1,953 -712	-27%	-$80.8K	0.04%	157
2024 Q1	$321K	Buy	2,665 +712	+36%	+$76.4K	0.06%	126
2023 Q4	$202K	Buy	+1,953	New	+$166K	0.04%	157

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McGlone Suttner Wealth Management's PHM Position: Q2 2026 in Review

McGlone Suttner Wealth Management opened a new position in Pultegroup (PHM) in Q2 2026: 1,496 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: McGlone Suttner Wealth Management previously reported a position in PHM as recently as Q2 2025.

McGlone Suttner Wealth Management first reported a position in PHM in Q4 2023 and has held it in 8 quarters since. The position peaked at $459K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

McGlone Suttner Wealth Management held 1,496 shares of Pultegroup worth $205K as of Q2 2026.
Pultegroup was a new McGlone Suttner Wealth Management position in Q2 2026.
Pultegroup made up 0.02% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #194 holding.
McGlone Suttner Wealth Management first reported a position in Pultegroup in Q4 2023 and has held it in 8 quarters since.
McGlone Suttner Wealth Management's Pultegroup position peaked at $459K in Q3 2024.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.