Naviter Wealth’s Pultegroup PHM Stock Holding History

Naviter Wealth’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	$652K	Buy	4,744 +305	+7%	+$37K	0.06%	201
2026 Q1	$523K	Hold	4,439	–	–	0.07%	202
2025 Q4	$522K	Hold	4,439	–	–	0.07%	196
2025 Q3	$588K	Buy	4,439 +9	+0.2%	+$1.12K	0.07%	184
2025 Q2	$468K	Sell	4,430 -10	-0.2%	-$1.01K	0.06%	197
2025 Q1	$453K	Buy	4,440 +10	+0.2%	+$1.08K	0.05%	209
2024 Q4	$483K	Buy	+4,430	New	+$575K	0.06%	211

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

Naviter Wealth's PHM Position: Q2 2026 in Review

Naviter Wealth increased its Pultegroup (PHM) stake by 6.9% in Q2 2026, buying an estimated $37K and bringing the position to 4,744 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #201.

Naviter Wealth first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Naviter Wealth held 4,744 shares of Pultegroup worth $652K as of Q2 2026.
Naviter Wealth bought 305 Pultegroup shares in Q2 2026, an estimated $37K.
Pultegroup made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #201 holding.
Naviter Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.