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SC&H Financial Advisors’s Pultegroup PHM Stock Holding History

SC&H Financial Advisors’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 		$340K Hold
2,480
– – 0.05% 119
2026
Q1 		$292K Hold
2,480
– – 0.04% 125
2025
Q4 		$291K Hold
2,480
– – 0.05% 128
2025
Q3 		$328K Hold
2,480
– – 0.05% 110
2025
Q2 		$262K Hold
2,480
– – 0.04% 129
2025
Q1 		$255K Hold
2,480
– – 0.05% 127
2024
Q4 		$270K Hold
2,480
– – 0.06% 121
2024
Q3 		$356K Hold
2,480
– – 0.08% 108
2024
Q2 		$273K Hold
2,480
– – 0.07% 123
2024
Q1 		$299K Hold
2,480
– – 0.08% 115
2023
Q4 		$256K Buy
+2,480
New +$211K 0.07% 120

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

SC&H Financial Advisors's PHM Position: Q2 2026 in Review

SC&H Financial Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 2,480 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #119.

SC&H Financial Advisors first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $356K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • SC&H Financial Advisors held 2,480 shares of Pultegroup worth $340K as of Q2 2026.
  • SC&H Financial Advisors left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • SC&H Financial Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • SC&H Financial Advisors's Pultegroup position peaked at $356K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.