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SmartHarvest Portfolios’s Pultegroup PHM Stock Holding History

SmartHarvest Portfolios’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 		$217K Buy
+1,578
New +$192K 0.07% 348
2026
Q1 		– Sell
-1,869
Closed -$219K – 423
2025
Q4 		$219K Buy
+1,869
New +$229K 0.08% 292

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

SmartHarvest Portfolios's PHM Position: Q2 2026 in Review

SmartHarvest Portfolios opened a new position in Pultegroup (PHM) in Q2 2026: 1,578 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #348 among its holdings. This is a return to the name: SmartHarvest Portfolios previously reported a position in PHM as recently as Q4 2025.

SmartHarvest Portfolios first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • SmartHarvest Portfolios held 1,578 shares of Pultegroup worth $217K as of Q2 2026.
  • Pultegroup was a new SmartHarvest Portfolios position in Q2 2026.
  • Pultegroup made up 0.07% of SmartHarvest Portfolios's portfolio in Q2 2026, its #348 holding.
  • SmartHarvest Portfolios first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's Pultegroup position peaked at $219K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.