QWM
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Quaker Wealth Management’s Pultegroup PHM Stock Holding History

Quaker Wealth 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 		$275 Sell
2
-7
-78% -$850 ﹤0.01% 851
2026
Q1 		$1.06K Buy
9
+7
+350% +$897 ﹤0.01% 521
2025
Q4 		$235 Hold
2
– – ﹤0.01% 861
2025
Q3 		$265 Hold
2
– – ﹤0.01% 751
2025
Q2 		$211 Buy
+2
New +$202 ﹤0.01% 798

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

Quaker Wealth Management's PHM Position: Q2 2026 in Review

Quaker Wealth Management reduced its Pultegroup (PHM) stake by 78% in Q2 2026, selling an estimated $850 and leaving 2 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Quaker Wealth Management first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Pultegroup worth $275 as of Q2 2026.
  • Quaker Wealth Management sold 7 Pultegroup shares in Q2 2026, an estimated $850.
  • Pultegroup made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #851 holding.
  • Quaker Wealth Management first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Pultegroup position peaked at $1.06K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.