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Principia Wealth Advisory’s Pultegroup PHM Stock Holding History

Principia Wealth Advisory’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 		$2.88K Sell
21
-1
-5% -$121 ﹤0.01% 493
2026
Q1 		$2.59K Buy
22
+9
+69% +$1.15K ﹤0.01% 443
2025
Q4 		$1.52K Buy
13
+2
+18% +$245 ﹤0.01% 542
2025
Q3 		$1.45K Buy
11
+9
+450% +$1.12K ﹤0.01% 516
2025
Q2 		$211 Hold
2
– – ﹤0.01% 887
2025
Q1 		$194 Sell
2
-3
-60% -$324 ﹤0.01% 773
2024
Q4 		$545 Buy
+5
New +$649 ﹤0.01% 518

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

Principia Wealth Advisory's PHM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Pultegroup (PHM) stake by 4.5% in Q2 2026, selling an estimated $121 and leaving 21 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Principia Wealth Advisory first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Principia Wealth Advisory held 21 shares of Pultegroup worth $2.88K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #493 holding.
  • Principia Wealth Advisory first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.