PWMG
PHM icon

Prestige Wealth Management Group’s Pultegroup PHM Stock Holding History

Prestige Wealth Management Group’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 		$6.05K Hold
44
– – ﹤0.01% 543
2026
Q1 		$5.19K Sell
44
-5
-10% -$640 ﹤0.01% 548
2025
Q4 		$5.76K Buy
49
+5
+11% +$613 ﹤0.01% 540
2025
Q3 		$5.82K Hold
44
– – ﹤0.01% 542
2025
Q2 		$4.65K Hold
44
– – ﹤0.01% 571
2025
Q1 		$4.53K Hold
44
– – ﹤0.01% 584
2024
Q4 		$4.8K Hold
44
– – ﹤0.01% 612
2024
Q3 		$6.33K Hold
44
– – ﹤0.01% 555
2024
Q2 		$4.85K Hold
44
– – ﹤0.01% 555
2024
Q1 		$5.32K Hold
44
– – ﹤0.01% 553
2023
Q4 		$4.55K Hold
44
– – ﹤0.01% 603
2023
Q3 		$3.27K Hold
44
– – ﹤0.01% 655
2023
Q2 		$3.42K Hold
44
– – ﹤0.01% 675
2023
Q1 		$2.57K Hold
44
– – ﹤0.01% 703
2022
Q4 		$2.01K Buy
44
+9
+26% +$379 ﹤0.01% 834
2022
Q3 		$1K Hold
35
– – ﹤0.01% 897
2022
Q2 		$1K Sell
35
-8
-19% -$337 ﹤0.01% 904
2022
Q1 		$2K Hold
43
– – ﹤0.01% 796
2021
Q4 		$2K Hold
43
– – ﹤0.01% 821
2021
Q3 		$2K Hold
43
– – ﹤0.01% 812
2021
Q2 		$2K Hold
43
– – ﹤0.01% 812
2021
Q1 		$2K Hold
43
– – ﹤0.01% 808
2020
Q4 		$2K Buy
43
+8
+23% +$354 ﹤0.01% 775
2020
Q3 		$2K Hold
35
– – ﹤0.01% 695
2020
Q2 		$1K Sell
35
-14
-29% -$420 ﹤0.01% 823
2020
Q1 		$1K Buy
+49
New +$1.89K ﹤0.01% 816
2019
Q1 		– Sell
-69
Closed -$2K – 959
2018
Q4 		$2K Buy
+69
New +$1.71K ﹤0.01% 855

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

Prestige Wealth Management Group's PHM Position: Q2 2026 in Review

Prestige Wealth Management Group held its Pultegroup (PHM) position steady in Q2 2026 at 44 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Prestige Wealth Management Group first reported a position in PHM in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.33K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Prestige Wealth Management Group held 44 shares of Pultegroup worth $6.05K as of Q2 2026.
  • Prestige Wealth Management Group left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #543 holding.
  • Prestige Wealth Management Group first reported a position in Pultegroup in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Pultegroup position peaked at $6.33K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.