Peak Retirement Planning’s Pultegroup PHM Stock Holding History

Peak Retirement 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	-26,157	Closed	-$3.08M	–	198
2026 Q1	$3.08M	Buy	26,157 +2,175	+9%	+$279K	0.61%	44
2025 Q4	$2.81M	Buy	23,982 +7,377	+44%	+$905K	0.66%	34
2025 Q3	$2.19M	Buy	16,605 +1,886	+13%	+$234K	0.62%	39
2025 Q2	$1.55M	Buy	+14,719	New	+$1.48M	0.63%	32

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 $3.37T AUM 44.26% 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

Peak Retirement Planning's PHM Position: Q2 2026 in Review

Peak Retirement Planning sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 26,157 shares — an estimated $3.08M sold.

Peak Retirement Planning first reported a position in PHM in Q2 2025 and held it in 4 quarters. The position peaked at $3.08M in Q1 2026. 1,034 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Peak Retirement Planning reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Peak Retirement Planning sold 26,157 Pultegroup shares in Q2 2026, an estimated $3.08M.
Peak Retirement Planning first reported a position in Pultegroup in Q2 2025 and held it in 4 quarters.
Peak Retirement Planning's Pultegroup position peaked at $3.08M in Q1 2026.
1,034 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.