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Outlook Wealth Advisors’s Pultegroup PHM Stock Holding History

Outlook 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 		– Sell
-5,367
Closed -$631K – 325
2026
Q1 		$631K Sell
5,367
-181
-3% -$23.2K 0.15% 151
2025
Q4 		$651K Sell
5,548
-1,333
-19% -$163K 0.15% 139
2025
Q3 		$909K Buy
6,881
+49
+0.7% +$6.09K 0.23% 96
2025
Q2 		$720K Sell
6,832
-18
-0.3% -$1.81K 0.19% 107
2025
Q1 		$704K Sell
6,850
-70
-1% -$7.56K 0.2% 100
2024
Q4 		$754K Sell
6,920
-44
-0.6% -$5.71K 0.22% 98
2024
Q3 		$999K Sell
6,964
-446
-6% -$56.7K 0.29% 65
2024
Q2 		$816K Sell
7,410
-118
-2% -$13.4K 0.25% 78
2024
Q1 		$908K Sell
7,528
-727
-9% -$78K 0.28% 72
2023
Q4 		$852K Sell
8,255
-1,908
-19% -$162K 0.3% 65
2023
Q3 		$753K Buy
+10,163
New +$810K 0.29% 83

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

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

Outlook Wealth Advisors sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 5,367 shares — an estimated $631K sold.

Outlook Wealth Advisors first reported a position in PHM in Q3 2023 and held it in 11 quarters. The position peaked at $999K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,367 Pultegroup shares in Q2 2026, an estimated $631K.
  • Outlook Wealth Advisors first reported a position in Pultegroup in Q3 2023 and held it in 11 quarters.
  • Outlook Wealth Advisors's Pultegroup position peaked at $999K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.