Nvest Wealth Strategies’s Pultegroup PHM Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-9	Closed	-$1.06K	–	412
2026 Q1	$1.06K	Buy	+9	New	+$1.15K	﹤0.01%	219

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's PHM Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 9 shares — an estimated $1.06K sold.

Nvest Wealth Strategies first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Nvest Wealth Strategies reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 9 Pultegroup shares in Q2 2026, an estimated $1.06K.
Nvest Wealth Strategies first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Pultegroup position peaked at $1.06K in Q1 2026.
574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.