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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
Q1 		$3.17K Buy
+27
New +$3.46K ﹤0.01% 1175

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's PHM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Pultegroup (PHM) in Q1 2026: 27 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings.

1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • SHP Wealth Management held 27 shares of Pultegroup worth $3.17K as of Q1 2026.
  • Pultegroup was a new SHP Wealth Management position in Q1 2026.
  • Pultegroup made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1175 holding.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.