Planned Solutions’s Pultegroup PHM Stock Holding History

Planned 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	$481K	Sell	3,502 -200	-5%	-$24.3K	0.14%	78
2026 Q1	$435K	Hold	3,702	–	–	0.14%	77
2025 Q4	$434K	Buy	3,702 +327	+10%	+$40.1K	0.14%	79
2025 Q3	$446K	Sell	3,375 -142	-4%	-$17.6K	0.15%	73
2025 Q2	$371K	Buy	3,517 +460	+15%	+$46.3K	0.14%	75
2025 Q1	$314K	Hold	3,057	–	–	0.13%	78
2024 Q4	$333K	Hold	3,057	–	–	0.13%	72
2024 Q3	$439K	Hold	3,057	–	–	0.18%	61
2024 Q2	$337K	Hold	3,057	–	–	0.16%	62
2024 Q1	$369K	Buy	3,057 +300	+11%	+$32.2K	0.18%	58
2023 Q4	$285K	Hold	2,757	–	–	0.13%	63
2023 Q3	$204K	Sell	2,757 -103	-4%	-$8.21K	0.12%	75
2023 Q2	$222K	Buy	+2,860	New	+$194K	0.13%	71
2021 Q1	–	Sell	-1,200	Closed	-$52K	–	307
2020 Q4	$52K	Buy	1,200 +100	+9%	+$4.43K	0.04%	190
2020 Q3	$51K	Buy	+1,100	New	+$47.1K	0.05%	149

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

Planned Solutions's PHM Position: Q2 2026 in Review

Planned Solutions reduced its Pultegroup (PHM) stake by 5.4% in Q2 2026, selling an estimated $24.3K and leaving 3,502 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #78.

Planned Solutions first reported a position in PHM in Q3 2020 and has held it in 15 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Planned Solutions held 3,502 shares of Pultegroup worth $481K as of Q2 2026.
Planned Solutions sold 200 Pultegroup shares in Q2 2026, an estimated $24.3K.
Pultegroup made up 0.14% of Planned Solutions's portfolio in Q2 2026, its #78 holding.
Planned Solutions first reported a position in Pultegroup in Q3 2020 and has held it in 15 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.