PlanVest Financial’s Pultegroup PHM Stock Holding History

PlanVest Financial’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	$11.7K	Buy	86 +1	+1%	+$121	0.01%	389
2026 Q1	$10.1K	Buy	+85	New	+$10.9K	0.01%	377

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

PlanVest Financial's PHM Position: Q2 2026 in Review

PlanVest Financial increased its Pultegroup (PHM) stake by 1.2% in Q2 2026, buying an estimated $121 and bringing the position to 86 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #389.

PlanVest Financial first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,020 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

PlanVest Financial held 86 shares of Pultegroup worth $11.7K as of Q2 2026.
PlanVest Financial bought 1 Pultegroup share in Q2 2026, an estimated $121.
Pultegroup made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #389 holding.
PlanVest Financial first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,020 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.