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Premier Path Wealth Partners’s Pultegroup PHM Stock Holding History

Premier Path Wealth Partners’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 		$839K Buy
6,115
+425
+7% +$51.6K 0.1% 190
2026
Q1 		$669K Buy
5,690
+3,697
+185% +$473K 0.09% 212
2025
Q4 		$234K Buy
1,993
+103
+5% +$12.6K 0.03% 369
2025
Q3 		$250K Buy
+1,890
New +$235K 0.03% 359
2025
Q2 		– Sell
-2,269
Closed -$233K – 395
2025
Q1 		$233K Sell
2,269
-303
-12% -$32.7K 0.04% 345
2024
Q4 		$280K Buy
2,572
+95
+4% +$12.3K 0.04% 315
2024
Q3 		$355K Buy
2,477
+260
+12% +$33.1K 0.06% 278
2024
Q2 		$244K Buy
2,217
+484
+28% +$55K 0.04% 326
2024
Q1 		$209K Buy
+1,733
New +$186K 0.04% 326

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Premier Path Wealth Partners's PHM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Pultegroup (PHM) stake by 7.5% in Q2 2026, buying an estimated $51.6K and bringing the position to 6,115 shares worth $839K. The position accounts for 0.1% of the portfolio, ranked #190.

Premier Path Wealth Partners first reported a position in PHM in Q1 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Premier Path Wealth Partners held 6,115 shares of Pultegroup worth $839K as of Q2 2026.
  • Premier Path Wealth Partners bought 425 Pultegroup shares in Q2 2026, an estimated $51.6K.
  • Pultegroup made up 0.1% of Premier Path Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Premier Path Wealth Partners first reported a position in Pultegroup in Q1 2024 and has held it in 9 quarters since.
  • 366 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.