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Smartleaf Asset Management’s Pultegroup PHM Stock Holding History

Smartleaf Asset 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 		$291K Hold
2,109
– – 0.01% 696
2026
Q1 		$240K Sell
2,109
-24
-1% -$3.07K 0.01% 721
2025
Q4 		$252K Buy
2,133
+114
+6% +$14K 0.01% 707
2025
Q3 		$269K Buy
2,019
+739
+58% +$91.8K 0.02% 634
2025
Q2 		$135K Sell
1,280
-431
-25% -$43.4K 0.01% 738
2025
Q1 		$174K Sell
1,711
-383
-18% -$41.4K 0.02% 615
2024
Q4 		$228K Sell
2,094
-187
-8% -$24.3K 0.02% 499
2024
Q3 		$327K Buy
2,281
+170
+8% +$21.6K 0.04% 365
2024
Q2 		$232K Sell
2,111
-1,537
-42% -$175K 0.04% 349
2024
Q1 		$431K Buy
3,648
+1,780
+95% +$191K 0.08% 238
2023
Q4 		$193K Buy
+1,868
New +$159K 0.05% 320

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

Smartleaf Asset Management's PHM Position: Q2 2026 in Review

Smartleaf Asset Management held its Pultegroup (PHM) position steady in Q2 2026 at 2,109 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #696.

Smartleaf Asset Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $431K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Smartleaf Asset Management held 2,109 shares of Pultegroup worth $291K as of Q2 2026.
  • Smartleaf Asset Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #696 holding.
  • Smartleaf Asset Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Pultegroup position peaked at $431K in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.