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Personal CFO Solutions’s Pultegroup PHM Stock Holding History

Personal CFO Solutions’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 		$276K Sell
2,008
-543
-21% -$65.9K 0.04% 426
2026
Q1 		$301K Buy
2,551
+234
+10% +$30K 0.04% 376
2025
Q4 		$272K Buy
2,317
+446
+24% +$54.7K 0.04% 404
2025
Q3 		$247K Buy
+1,871
New +$232K 0.04% 422
2024
Q4 		– Sell
-7,081
Closed -$1.02M – 573
2024
Q3 		$1.02M Sell
7,081
-94
-1% -$12K 0.14% 137
2024
Q2 		$790K Buy
7,175
+25
+0.3% +$2.84K 0.12% 165
2024
Q1 		$862K Buy
7,150
+187
+3% +$20.1K 0.13% 146
2023
Q4 		$719K Buy
+6,963
New +$592K 0.12% 168
2022
Q4 		– Sell
-11,560
Closed -$433K – 490
2022
Q3 		$433K Buy
11,560
+566
+5% +$23.8K 0.11% 175
2022
Q2 		$436K Sell
10,994
-734
-6% -$30.9K 0.1% 181
2022
Q1 		$491K Sell
11,728
-534
-4% -$26.5K 0.1% 203
2021
Q4 		$701K Sell
12,262
-395
-3% -$20.3K 0.13% 150
2021
Q3 		$581K Buy
12,657
+998
+9% +$51.9K 0.12% 168
2021
Q2 		$636K Buy
11,659
+703
+6% +$39.3K 0.13% 152
2021
Q1 		$575K Buy
10,956
+162
+2% +$7.56K 0.12% 148
2020
Q4 		$465K Sell
10,794
-1,202
-10% -$53.3K 0.12% 176
2020
Q3 		$1M Sell
11,996
-371
-3% -$15.9K 0.33% 108
2020
Q2 		$421K Buy
12,367
+1,075
+10% +$32.3K 0.12% 156
2020
Q1 		$252K Sell
11,292
-1,509
-12% -$58.3K 0.09% 196
2019
Q4 		$497K Sell
12,801
-3,615
-22% -$140K 0.14% 154
2019
Q3 		$602K Buy
+16,416
New +$546K 0.24% 103

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

Personal CFO Solutions's PHM Position: Q2 2026 in Review

Personal CFO Solutions reduced its Pultegroup (PHM) stake by 21% in Q2 2026, selling an estimated $65.9K and leaving 2,008 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #426.

Personal CFO Solutions first reported a position in PHM in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Personal CFO Solutions held 2,008 shares of Pultegroup worth $276K as of Q2 2026.
  • Personal CFO Solutions sold 543 Pultegroup shares in Q2 2026, an estimated $65.9K.
  • Pultegroup made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #426 holding.
  • Personal CFO Solutions first reported a position in Pultegroup in Q3 2019 and has held it in 21 quarters since.
  • Personal CFO Solutions's Pultegroup position peaked at $1.02M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.