Pinnacle Wealth Management Advisory Group’s Pultegroup PHM Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$2.07M	Buy	15,066 +1,404	+10%	+$171K	0.12%	125
2026 Q1	$1.61M	Buy	13,662 +776	+6%	+$99.4K	0.11%	135
2025 Q4	$1.51M	Buy	12,886 +692	+6%	+$84.9K	0.1%	132
2025 Q3	$1.61M	Buy	12,194 +522	+4%	+$64.8K	0.12%	115
2025 Q2	$1.23M	Buy	11,672 +1,016	+10%	+$102K	0.1%	132
2025 Q1	$1.1M	Buy	10,656 +1,525	+17%	+$165K	0.1%	131
2024 Q4	$994K	Buy	9,131 +1,700	+23%	+$221K	0.09%	136
2024 Q3	$1.07M	Buy	7,431 +1,416	+24%	+$180K	0.1%	130
2024 Q2	$662K	Buy	6,015 +2,587	+75%	+$294K	0.07%	165
2024 Q1	$413K	Sell	3,428 -104	-3%	-$11.2K	0.04%	213
2023 Q4	$365K	Buy	3,532 +202	+6%	+$17.2K	0.04%	219
2023 Q3	$247K	Sell	3,330 -540	-14%	-$43K	0.03%	263
2023 Q2	$301K	Sell	3,870 -3	-0.1%	-$203	0.04%	236
2023 Q1	$226K	Buy	+3,873	New	+$209K	0.03%	279
2022 Q1	–	Sell	-4,725	Closed	-$270K	–	281
2021 Q4	$270K	Sell	4,725 -308	-6%	-$15.8K	0.04%	225
2021 Q3	$231K	Sell	5,033 -495	-9%	-$25.7K	0.05%	200
2021 Q2	$302K	Sell	5,528 -597	-10%	-$33.4K	0.07%	177
2021 Q1	$321K	Sell	6,125 -290	-5%	-$13.5K	0.09%	147
2020 Q4	$277K	Sell	6,415 -170	-3%	-$7.53K	0.08%	155
2020 Q3	$305K	Sell	6,585 -270	-4%	-$11.6K	0.11%	143
2020 Q2	$233K	Buy	+6,855	New	+$206K	0.09%	160

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

Pinnacle Wealth Management Advisory Group's PHM Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Pultegroup (PHM) stake by 10% in Q2 2026, buying an estimated $171K and bringing the position to 15,066 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #125.

Pinnacle Wealth Management Advisory Group first reported a position in PHM in Q2 2020 and has held it in 21 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 15,066 shares of Pultegroup worth $2.07M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,404 Pultegroup shares in Q2 2026, an estimated $171K.
Pultegroup made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #125 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Pultegroup in Q2 2020 and has held it in 21 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.