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Ritholtz Wealth Management’s Pultegroup PHM Stock Holding History

Ritholtz Wealth Management’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 		$13.1M Buy
95,698
+1,476
+2% +$179K 0.2% 61
2026
Q1 		$11.1M Buy
94,222
+2,749
+3% +$352K 0.19% 60
2025
Q4 		$10.7M Buy
91,473
+27,590
+43% +$3.38M 0.2% 59
2025
Q3 		$8.44M Buy
63,883
+2,589
+4% +$322K 0.16% 67
2025
Q2 		$6.46M Buy
61,294
+14,031
+30% +$1.41M 0.14% 80
2025
Q1 		$4.86M Sell
47,263
-26,544
-36% -$2.87M 0.15% 94
2024
Q4 		$8.04M Buy
73,807
+16,746
+29% +$2.17M 0.24% 51
2024
Q3 		$8.19M Buy
57,061
+5,950
+12% +$756K 0.25% 49
2024
Q2 		$5.63M Buy
51,111
+17,152
+51% +$1.95M 0.19% 64
2024
Q1 		$4.1M Buy
33,959
+4,754
+16% +$510K 0.14% 97
2023
Q4 		$3.01M Buy
29,205
+4,612
+19% +$392K 0.12% 108
2023
Q3 		$1.82M Buy
24,593
+1,727
+8% +$138K 0.08% 158
2023
Q2 		$1.78M Buy
22,866
+2,301
+11% +$156K 0.08% 162
2023
Q1 		$1.2M Buy
20,565
+1,522
+8% +$82.2K 0.06% 217
2022
Q4 		$867K Buy
19,043
+5,818
+44% +$245K 0.05% 260
2022
Q3 		$496K Sell
13,225
-2,717
-17% -$114K 0.03% 404
2022
Q2 		$632K Buy
15,942
+8,086
+103% +$341K 0.04% 260
2022
Q1 		$329K Buy
+7,856
New +$390K 0.02% 399

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

Ritholtz Wealth Management's PHM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Pultegroup (PHM) stake by 1.6% in Q2 2026, buying an estimated $179K and bringing the position to 95,698 shares worth $13.1M. The position accounts for 0.2% of the portfolio, ranked #61.

Ritholtz Wealth Management first reported a position in PHM in Q1 2022 and has held it in 18 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ritholtz Wealth Management held 95,698 shares of Pultegroup worth $13.1M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,476 Pultegroup shares in Q2 2026, an estimated $179K.
  • Pultegroup made up 0.2% of Ritholtz Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Ritholtz Wealth Management first reported a position in Pultegroup in Q1 2022 and has held it in 18 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.