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
2025
Q2 		– Sell
-8
Closed -$823 – 1477
2025
Q1 		$823 Buy
+8
New +$864 ﹤0.01% 525

Other funds holding PHM

GA
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Swedbank
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VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 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. 319 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.
  • 319 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.