Meridian Wealth Management’s Pultegroup PHM Stock Holding History

Meridian 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	$297K	Buy	2,166 +5	+0.2%	+$607	0.01%	675
2026 Q1	$254K	Sell	2,161 -269	-11%	-$34.5K	0.01%	682
2025 Q4	$285K	Sell	2,430 -75	-3%	-$9.2K	0.01%	627
2025 Q3	$331K	Sell	2,505 -2,775	-53%	-$345K	0.01%	562
2025 Q2	$557K	Sell	5,280 -4,828	-48%	-$486K	0.02%	422
2025 Q1	$1.04M	Sell	10,108 -3,116	-24%	-$337K	0.05%	286
2024 Q4	$1.44M	Buy	13,224 +95	+0.7%	+$12.3K	0.07%	226
2024 Q3	$1.88M	Buy	+13,129	New	+$1.67M	0.09%	186
2024 Q1	–	Sell	-2,690	Closed	-$278K	–	410
2023 Q4	$278K	Buy	+2,690	New	+$229K	0.02%	510
2020 Q1	–	Sell	-12,932	Closed	-$501K	–	240
2019 Q4	$501K	Buy	12,932 +560	+5%	+$21.8K	0.24%	86
2019 Q3	$452K	Sell	12,372 -354	-3%	-$11.8K	0.21%	94
2019 Q2	$402K	Buy	+12,726	New	+$397K	0.16%	107

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

Meridian Wealth Management's PHM Position: Q2 2026 in Review

Meridian Wealth Management increased its Pultegroup (PHM) stake by 0.23% in Q2 2026, buying an estimated $607 and bringing the position to 2,166 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #675.

Meridian Wealth Management first reported a position in PHM in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Meridian Wealth Management held 2,166 shares of Pultegroup worth $297K as of Q2 2026.
Meridian Wealth Management bought 5 Pultegroup shares in Q2 2026, an estimated $607.
Pultegroup made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #675 holding.
Meridian Wealth Management first reported a position in Pultegroup in Q2 2019 and has held it in 12 quarters since.
Meridian Wealth Management's Pultegroup position peaked at $1.88M in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.