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Retirement Wealth Solutions’s Pultegroup PHM Stock Holding History

Retirement Wealth Solutions’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 		$2.33K Buy
17
+13
+325% +$1.58K ﹤0.01% 496
2026
Q1 		$471 Buy
+4
New +$512 ﹤0.01% 733
2025
Q4 		– Sell
-6
Closed -$793 – 829
2025
Q3 		$793 Buy
+6
New +$745 ﹤0.01% 606

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

Retirement Wealth Solutions's PHM Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Pultegroup (PHM) stake by 325% in Q2 2026, buying an estimated $1.58K and bringing the position to 17 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Retirement Wealth Solutions first reported a position in PHM in Q3 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Retirement Wealth Solutions held 17 shares of Pultegroup worth $2.33K as of Q2 2026.
  • Retirement Wealth Solutions bought 13 Pultegroup shares in Q2 2026, an estimated $1.58K.
  • Pultegroup made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #496 holding.
  • Retirement Wealth Solutions first reported a position in Pultegroup in Q3 2025 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.