Modern Wealth Management’s Pultegroup PHM Stock Holding History

Modern 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	$287K	Sell	2,089 -994	-32%	-$121K	﹤0.01%	903
2026 Q1	$361K	Sell	3,083 -108	-3%	-$13.8K	0.01%	662
2025 Q4	$374K	Sell	3,191 -315	-9%	-$38.6K	0.01%	617
2025 Q3	$463K	Buy	3,506 +873	+33%	+$108K	0.01%	523
2025 Q2	$278K	Sell	2,633 -492	-16%	-$49.6K	0.01%	631
2025 Q1	$321K	Buy	+3,125	New	+$338K	0.01%	507
2024 Q4	–	Sell	-1,668	Closed	-$239K	–	597
2024 Q3	$239K	Buy	+1,668	New	+$212K	0.01%	384

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

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

Modern Wealth Management reduced its Pultegroup (PHM) stake by 32% in Q2 2026, selling an estimated $121K and leaving 2,089 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Modern Wealth Management first reported a position in PHM in Q3 2024 and has held it in 7 quarters since. The position peaked at $463K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Modern Wealth Management held 2,089 shares of Pultegroup worth $287K as of Q2 2026.
Modern Wealth Management sold 994 Pultegroup shares in Q2 2026, an estimated $121K.
Pultegroup made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #903 holding.
Modern Wealth Management first reported a position in Pultegroup in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's Pultegroup position peaked at $463K in Q3 2025.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.