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Quantum Financial Advisors’s Pultegroup PHM Stock Holding History

Quantum Financial Advisors’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 		$204K Buy
+1,485
New +$180K 0.02% 248
2024
Q4 		– Sell
-1,616
Closed -$232K – 205
2024
Q3 		$232K Buy
+1,616
New +$205K 0.04% 160

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

Quantum Financial Advisors's PHM Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,485 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: Quantum Financial Advisors previously reported a position in PHM as recently as Q3 2024.

Quantum Financial Advisors first reported a position in PHM in Q3 2024 and has held it in 2 quarters since. The position peaked at $232K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Quantum Financial Advisors held 1,485 shares of Pultegroup worth $204K as of Q2 2026.
  • Pultegroup was a new Quantum Financial Advisors position in Q2 2026.
  • Pultegroup made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Quantum Financial Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 2 quarters since.
  • Quantum Financial Advisors's Pultegroup position peaked at $232K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.