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Peterson Wealth Services’s Pultegroup PHM Stock Holding History

Peterson Wealth Services’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 		$246K Buy
1,793
+1
+0.1% +$121 0.05% 118
2026
Q1 		$211K Buy
1,792
+344
+24% +$44.1K 0.05% 124
2025
Q4 		$170K Buy
1,448
+1,268
+704% +$156K 0.04% 121
2025
Q3 		$191K Sell
180
-1,206
-87% -$150K 0.05% 123
2025
Q2 		$146K Sell
1,386
-164
-11% -$16.5K 0.04% 132
2025
Q1 		$159K Sell
1,550
-7
-0.4% -$756 0.05% 127
2024
Q4 		$170K Sell
1,557
-407
-21% -$52.8K 0.05% 125
2024
Q3 		$282K Buy
+1,964
New +$250K 0.09% 107

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Peterson Wealth Services's PHM Position: Q2 2026 in Review

Peterson Wealth Services increased its Pultegroup (PHM) stake by 0.06% in Q2 2026, buying an estimated $121 and bringing the position to 1,793 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #118.

Peterson Wealth Services first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $282K in Q3 2024. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Peterson Wealth Services held 1,793 shares of Pultegroup worth $246K as of Q2 2026.
  • Peterson Wealth Services bought 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up 0.05% of Peterson Wealth Services's portfolio in Q2 2026, its #118 holding.
  • Peterson Wealth Services first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
  • Peterson Wealth Services's Pultegroup position peaked at $282K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.