Menard Financial Group’s Pultegroup PHM Stock Holding History

Menard Financial 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	$403K	Sell	2,937 -260	-8%	-$31.6K	0.22%	68
2026 Q1	$376K	Buy	3,197 +19	+0.6%	+$2.43K	0.26%	65
2025 Q4	$373K	Hold	3,178	–	–	0.26%	64
2025 Q3	$420K	Sell	3,178 -2,065	-39%	-$256K	0.28%	63
2025 Q2	$553K	Buy	5,243 +57	+1%	+$5.74K	0.33%	57
2025 Q1	$523K	Buy	5,186 +5,132	+9,504%	+$554K	0.34%	55
2024 Q4	$5.88K	Sell	54 -4,376	-99%	-$568K	﹤0.01%	244
2024 Q3	$636K	Buy	4,430 +150	+4%	+$19.1K	0.42%	61
2024 Q2	$471K	Buy	4,280 +826	+24%	+$93.8K	0.34%	74
2024 Q1	$417K	Buy	3,454 +1,217	+54%	+$131K	0.35%	69
2023 Q4	$231K	Buy	+2,237	New	+$190K	0.29%	65

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

Menard Financial Group's PHM Position: Q2 2026 in Review

Menard Financial Group reduced its Pultegroup (PHM) stake by 8.1% in Q2 2026, selling an estimated $31.6K and leaving 2,937 shares worth $403K. The position accounts for 0.22% of the portfolio, ranked #68.

Menard Financial Group first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $636K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Menard Financial Group held 2,937 shares of Pultegroup worth $403K as of Q2 2026.
Menard Financial Group sold 260 Pultegroup shares in Q2 2026, an estimated $31.6K.
Pultegroup made up 0.22% of Menard Financial Group's portfolio in Q2 2026, its #68 holding.
Menard Financial Group first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
Menard Financial Group's Pultegroup position peaked at $636K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.