QPW
PHM icon

Quantum Private Wealth’s Pultegroup PHM Stock Holding History

Quantum Private Wealth’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 		$619K Hold
4,513
– – 0.16% 92
2026
Q1 		$531K Hold
4,513
– – 0.16% 90
2025
Q4 		$529K Hold
4,513
– – 0.15% 95
2025
Q3 		$596K Buy
4,513
+1,000
+28% +$124K 0.17% 88
2025
Q2 		$370K Buy
3,513
+105
+3% +$10.6K 0.12% 120
2025
Q1 		$350K Buy
3,408
+50
+1% +$5.4K 0.13% 124
2024
Q4 		$366K Buy
3,358
+350
+12% +$45.4K 0.12% 135
2024
Q3 		$432K Hold
3,008
– – 0.15% 124
2024
Q2 		$331K Hold
3,008
– – 0.12% 146
2024
Q1 		$363K Buy
3,008
+700
+30% +$75.1K 0.13% 132
2023
Q4 		$238K Buy
+2,308
New +$196K 0.1% 162

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 Private Wealth's PHM Position: Q2 2026 in Review

Quantum Private Wealth held its Pultegroup (PHM) position steady in Q2 2026 at 4,513 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #92.

Quantum Private Wealth first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,040 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Quantum Private Wealth held 4,513 shares of Pultegroup worth $619K as of Q2 2026.
  • Quantum Private Wealth left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.16% of Quantum Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Quantum Private Wealth first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.