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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Quantum Private Wealth's PHM Position: Q1 2026 in Review

Quantum Private Wealth held its Pultegroup (PHM) position steady in Q1 2026 at 4,513 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #90.

Quantum Private Wealth first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $596K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Quantum Private Wealth held 4,513 shares of Pultegroup worth $531K as of Q1 2026.
Quantum Private Wealth left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up 0.16% of Quantum Private Wealth's portfolio in Q1 2026, its #90 holding.
Quantum Private Wealth first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
Quantum Private Wealth's Pultegroup position peaked at $596K in Q3 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.