PWPS
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Pinnacle Wealth Planning Services’s Pultegroup PHM Stock Holding History

Pinnacle Wealth Planning 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 		$195K Buy
1,423
+18
+1% +$2.19K 0.02% 531
2026
Q1 		$165K Buy
1,405
+8
+0.6% +$1.02K 0.02% 547
2025
Q4 		$164K Buy
+1,397
New +$171K 0.02% 545
2024
Q4 		– Sell
-1,727
Closed -$248K – 524
2024
Q3 		$248K Sell
1,727
-1,266
-42% -$161K 0.03% 369
2024
Q2 		$330K Sell
2,993
-1,270
-30% -$144K 0.05% 263
2024
Q1 		$514K Buy
4,263
+37
+0.9% +$3.97K 0.08% 182
2023
Q4 		$436K Sell
4,226
-510
-11% -$43.3K 0.07% 193
2023
Q3 		$351K Sell
4,736
-84
-2% -$6.7K 0.06% 221
2023
Q2 		$374K Buy
4,820
+37
+0.8% +$2.51K 0.06% 215
2023
Q1 		$279K Sell
4,783
-39
-0.8% -$2.11K 0.05% 285
2022
Q4 		$220K Buy
+4,822
New +$203K 0.04% 338
2021
Q1 		– Sell
-1,281
Closed -$55K – 1507
2020
Q4 		$55K Buy
+1,281
New +$56.8K 0.01% 747

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

Pinnacle Wealth Planning Services's PHM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pultegroup (PHM) stake by 1.3% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,423 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #531.

Pinnacle Wealth Planning Services first reported a position in PHM in Q4 2020 and has held it in 12 quarters since. The position peaked at $514K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,423 shares of Pultegroup worth $195K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 18 Pultegroup shares in Q2 2026, an estimated $2.19K.
  • Pultegroup made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #531 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pultegroup in Q4 2020 and has held it in 12 quarters since.
  • Pinnacle Wealth Planning Services's Pultegroup position peaked at $514K in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.