Portus Wealth Advisors’s Pultegroup PHM Stock Holding History

Portus 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	–	Sell	-5	Closed	-$588	–	394
2026 Q1	$588	Buy	+5	New	+$640	﹤0.01%	462

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

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

Portus Wealth Advisors sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 5 shares — an estimated $588 sold.

Portus Wealth Advisors first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $588 in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Portus Wealth Advisors reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 5 Pultegroup shares in Q2 2026, an estimated $588.
Portus Wealth Advisors first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Pultegroup position peaked at $588 in Q1 2026.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.