PWAM
PHM icon

Private Wealth Asset Management’s Pultegroup PHM Stock Holding History

Private Wealth Asset Management’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 		$4.39K Hold
32
– – ﹤0.01% 797
2026
Q1 		$3.76K Sell
32
-3
-9% -$384 ﹤0.01% 809
2025
Q4 		$4.1K Hold
35
– – ﹤0.01% 779
2025
Q3 		$4.63K Sell
35
-67
-66% -$8.32K ﹤0.01% 755
2025
Q2 		$10.8K Sell
102
-655
-87% -$66K ﹤0.01% 649
2025
Q1 		$77.8K Buy
+757
New +$81.8K 0.01% 326

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

Private Wealth Asset Management's PHM Position: Q2 2026 in Review

Private Wealth Asset Management held its Pultegroup (PHM) position steady in Q2 2026 at 32 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Private Wealth Asset Management first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.8K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Private Wealth Asset Management held 32 shares of Pultegroup worth $4.39K as of Q2 2026.
  • Private Wealth Asset Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #797 holding.
  • Private Wealth Asset Management first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Pultegroup position peaked at $77.8K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.