Private Wealth Management Group’s Pultegroup PHM Stock Holding History

Private 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	$37.2K	Hold	271	–	–	0.01%	268
2026 Q1	$31.9K	Hold	271	–	–	0.01%	253
2025 Q4	$31.8K	Hold	271	–	–	0.01%	247
2025 Q3	$35.8K	Buy	271 +200	+282%	+$24.8K	0.01%	228
2025 Q2	$7.49K	Sell	71 -12	-14%	-$1.21K	﹤0.01%	591
2025 Q1	$8.53K	Sell	83 -3	-3%	-$324	﹤0.01%	526
2024 Q4	$9.37K	Buy	86 +3	+4%	+$390	﹤0.01%	497
2024 Q3	$11.9K	Hold	83	–	–	﹤0.01%	408
2024 Q2	$9.14K	Hold	83	–	–	﹤0.01%	464
2024 Q1	$10K	Sell	83 -4	-5%	-$429	﹤0.01%	406
2023 Q4	$8.98K	Buy	+87	New	+$7.39K	﹤0.01%	432

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

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

Private Wealth Management Group held its Pultegroup (PHM) position steady in Q2 2026 at 271 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #268.

Private Wealth Management Group first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Private Wealth Management Group held 271 shares of Pultegroup worth $37.2K as of Q2 2026.
Private Wealth Management Group left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #268 holding.
Private Wealth Management Group first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.