OAG
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Oakmont Advisory Group’s Pultegroup PHM Stock Holding History

Oakmont Advisory Group’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 		$38.8K Sell
283
-2,256
-89% -$274K 0.03% 204
2026
Q1 		$299K Buy
2,539
+20
+0.8% +$2.56K 0.3% 102
2025
Q4 		$295K Buy
+2,519
New +$309K 0.32% 110

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

Oakmont Advisory Group's PHM Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Pultegroup (PHM) stake by 89% in Q2 2026, selling an estimated $274K and leaving 283 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #204.

Oakmont Advisory Group first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Oakmont Advisory Group held 283 shares of Pultegroup worth $38.8K as of Q2 2026.
  • Oakmont Advisory Group sold 2,256 Pultegroup shares in Q2 2026, an estimated $274K.
  • Pultegroup made up 0.03% of Oakmont Advisory Group's portfolio in Q2 2026, its #204 holding.
  • Oakmont Advisory Group first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Advisory Group's Pultegroup position peaked at $299K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.