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Richard W. Paul & Associates’s Pultegroup PHM Stock Holding History

Richard W. Paul & Associates’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 		$422K Sell
3,077
-66
-2% -$8.02K 0.13% 126
2026
Q1 		$370K Sell
3,143
-70
-2% -$8.96K 0.12% 134
2025
Q4 		$377K Sell
3,213
-251
-7% -$30.8K 0.13% 130
2025
Q3 		$458K Sell
3,464
-5
-0.1% -$621 0.16% 123
2025
Q2 		$366K Sell
3,469
-16
-0.5% -$1.61K 0.13% 139
2025
Q1 		$358K Sell
3,485
-30
-0.9% -$3.24K 0.14% 129
2024
Q4 		$383K Sell
3,515
-178
-5% -$23.1K 0.14% 135
2024
Q3 		$530K Sell
3,693
-88
-2% -$11.2K 0.19% 118
2024
Q2 		$416K Sell
3,781
-53
-1% -$6.02K 0.16% 126
2024
Q1 		$463K Sell
3,834
-509
-12% -$54.6K 0.18% 122
2023
Q4 		$448K Sell
4,343
-7
-0.2% -$595 0.19% 121
2023
Q3 		$322K Buy
+4,350
New +$347K 0.15% 130

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

Richard W. Paul & Associates's PHM Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Pultegroup (PHM) stake by 2.1% in Q2 2026, selling an estimated $8.02K and leaving 3,077 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #126.

Richard W. Paul & Associates first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $530K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Richard W. Paul & Associates held 3,077 shares of Pultegroup worth $422K as of Q2 2026.
  • Richard W. Paul & Associates sold 66 Pultegroup shares in Q2 2026, an estimated $8.02K.
  • Pultegroup made up 0.13% of Richard W. Paul & Associates's portfolio in Q2 2026, its #126 holding.
  • Richard W. Paul & Associates first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • Richard W. Paul & Associates's Pultegroup position peaked at $530K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.