SHP Wealth Management’s Pultegroup PHM Stock Holding History

SHP 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	$3.29K	Sell	24 -3	-11%	-$364	﹤0.01%	1257
2026 Q1	$3.17K	Buy	+27	New	+$3.46K	﹤0.01%	1175

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

SHP Wealth Management reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $364 and leaving 24 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

SHP Wealth Management first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

SHP Wealth Management held 24 shares of Pultegroup worth $3.29K as of Q2 2026.
SHP Wealth Management sold 3 Pultegroup shares in Q2 2026, an estimated $364.
Pultegroup made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1257 holding.
SHP Wealth Management first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.