PDS Planning’s Pultegroup PHM Stock Holding History

PDS Planning’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	-1,790	Closed	-$211K	–	623
2026 Q1	$211K	Buy	+1,790	New	+$229K	0.01%	509

Other funds holding PHM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PDS Planning's PHM Position: Q2 2026 in Review

PDS Planning sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 1,790 shares — an estimated $211K sold.

PDS Planning first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

PDS Planning reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 1,790 Pultegroup shares in Q2 2026, an estimated $211K.
PDS Planning first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
PDS Planning's Pultegroup position peaked at $211K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.