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Physician Wealth Advisors’s Pultegroup PHM Stock Holding History

Physician 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 		$16.3K Sell
119
-42
-26% -$5.1K ﹤0.01% 729
2026
Q1 		$18.9K Buy
161
+93
+137% +$11.9K ﹤0.01% 633
2025
Q4 		$7.97K Buy
68
+6
+10% +$736 ﹤0.01% 837
2025
Q3 		$8.19K Buy
+62
New +$7.7K ﹤0.01% 804

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Pultegroup (PHM) stake by 26% in Q2 2026, selling an estimated $5.1K and leaving 119 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Physician Wealth Advisors first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q1 2026. 197 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Physician Wealth Advisors held 119 shares of Pultegroup worth $16.3K as of Q2 2026.
  • Physician Wealth Advisors sold 42 Pultegroup shares in Q2 2026, an estimated $5.1K.
  • Pultegroup made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #729 holding.
  • Physician Wealth Advisors first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Pultegroup position peaked at $18.9K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.