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Opal Wealth Advisors’s Pultegroup PHM Stock Holding History

Opal Wealth Advisors’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 		$286K Sell
2,087
-27
-1% -$3.28K 0.06% 167
2026
Q1 		$249K Sell
2,114
-55
-3% -$7.04K 0.06% 177
2025
Q4 		$254K Buy
2,169
+99
+5% +$12.1K 0.07% 175
2025
Q3 		$274K Buy
2,070
+25
+1% +$3.1K 0.08% 153
2025
Q2 		$216K Sell
2,045
-114
-5% -$11.5K 0.06% 182
2025
Q1 		$222K Buy
+2,159
New +$233K 0.07% 167
2024
Q4 		– Sell
-1,976
Closed -$284K – 202
2024
Q3 		$284K Buy
1,976
+226
+13% +$28.7K 0.09% 132
2024
Q2 		$193K Buy
+1,750
New +$199K 0.06% 187

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

Opal Wealth Advisors's PHM Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Pultegroup (PHM) stake by 1.3% in Q2 2026, selling an estimated $3.28K and leaving 2,087 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #167.

Opal Wealth Advisors first reported a position in PHM in Q2 2024 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Opal Wealth Advisors held 2,087 shares of Pultegroup worth $286K as of Q2 2026.
  • Opal Wealth Advisors sold 27 Pultegroup shares in Q2 2026, an estimated $3.28K.
  • Pultegroup made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Opal Wealth Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 8 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.