Measured Wealth Private Client Group’s Pultegroup PHM Stock Holding History

Measured Wealth Private Client Group’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	$89.6K	Hold	653	–	–	0.02%	253
2026 Q1	$76.8K	Hold	653	–	–	0.02%	253
2025 Q4	$76.6K	Sell	653 -473	-42%	-$58K	0.02%	268
2025 Q3	$149K	Sell	1,126 -1,097	-49%	-$136K	0.04%	212
2025 Q2	$234K	Sell	2,223 -1,321	-37%	-$133K	0.07%	163
2025 Q1	$364K	Buy	3,544 +651	+23%	+$70.3K	0.12%	121
2024 Q4	$315K	Buy	2,893 +1,196	+70%	+$155K	0.1%	134
2024 Q3	$244K	Buy	+1,697	New	+$216K	0.08%	153
2018 Q4	–	Sell	-610	Closed	-$15K	–	526
2018 Q3	$15K	Buy	+610	New	+$17.3K	0.01%	565

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

Measured Wealth Private Client Group's PHM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Pultegroup (PHM) position steady in Q2 2026 at 653 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #253.

Measured Wealth Private Client Group first reported a position in PHM in Q3 2018 and has held it in 9 quarters since. The position peaked at $364K in Q1 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Measured Wealth Private Client Group held 653 shares of Pultegroup worth $89.6K as of Q2 2026.
Measured Wealth Private Client Group left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #253 holding.
Measured Wealth Private Client Group first reported a position in Pultegroup in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Pultegroup position peaked at $364K in Q1 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.