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Midland Wealth Advisors’s Pultegroup PHM Stock Holding History

Midland Wealth Advisors’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 		$1.11M Hold
8,121
– – 0.05% 72
2026
Q1 		$955K Hold
8,121
– – 0.05% 72
2025
Q4 		$952K Hold
8,121
– – 0.05% 73
2025
Q3 		$1.07M Hold
8,121
– – 0.06% 71
2025
Q2 		$856K Hold
8,121
– – 0.05% 82
2025
Q1 		$835K Hold
8,121
– – 0.05% 87
2024
Q4 		$884K Hold
8,121
– – 0.05% 89
2024
Q3 		$1.17M Hold
8,121
– – 0.07% 76
2024
Q2 		$894K Hold
8,121
– – 0.05% 97
2024
Q1 		$980K Sell
8,121
-5
-0.1% -$536 0.06% 88
2023
Q4 		$839K Buy
+8,126
New +$691K 0.06% 100

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

Midland Wealth Advisors's PHM Position: Q2 2026 in Review

Midland Wealth Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 8,121 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #72.

Midland Wealth Advisors first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2024. 1,037 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Midland Wealth Advisors held 8,121 shares of Pultegroup worth $1.11M as of Q2 2026.
  • Midland Wealth Advisors left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.05% of Midland Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Midland Wealth Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Pultegroup position peaked at $1.17M in Q3 2024.
  • 1,037 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.