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NewEdge Wealth’s Pultegroup PHM Stock Holding History

NewEdge 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 		$256K Sell
1,864
-18
-1% -$2.19K ﹤0.01% 1097
2026
Q1 		$221K Sell
1,882
-2,405
-56% -$308K ﹤0.01% 1058
2025
Q4 		$503K Buy
4,287
+2,597
+154% +$319K 0.01% 838
2025
Q3 		$202K Buy
+1,690
New +$210K ﹤0.01% 992

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

NewEdge Wealth's PHM Position: Q2 2026 in Review

NewEdge Wealth reduced its Pultegroup (PHM) stake by 0.96% in Q2 2026, selling an estimated $2.19K and leaving 1,864 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

NewEdge Wealth first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $503K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • NewEdge Wealth held 1,864 shares of Pultegroup worth $256K as of Q2 2026.
  • NewEdge Wealth sold 18 Pultegroup shares in Q2 2026, an estimated $2.19K.
  • Pultegroup made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1097 holding.
  • NewEdge Wealth first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Pultegroup position peaked at $503K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.