SWTS
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Stonehaven Wealth & Tax Solutions’s Pultegroup PHM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$249K Sell
1,815
-211
-10% -$25.6K 0.2% 75
2026
Q1 		$238K Buy
2,026
+26
+1% +$3.33K 0.21% 71
2025
Q4 		$235K Sell
2,000
-69
-3% -$8.46K 0.21% 70
2025
Q3 		$273K Sell
2,069
-85
-4% -$10.6K 0.25% 59
2025
Q2 		$227K Hold
2,154
– – 0.22% 69
2025
Q1 		$221K Buy
+2,154
New +$233K 0.23% 59

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

Stonehaven Wealth & Tax Solutions's PHM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Pultegroup (PHM) stake by 10% in Q2 2026, selling an estimated $25.6K and leaving 1,815 shares worth $249K. The position accounts for 0.2% of the portfolio, ranked #75.

Stonehaven Wealth & Tax Solutions first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 1,815 shares of Pultegroup worth $249K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 211 Pultegroup shares in Q2 2026, an estimated $25.6K.
  • Pultegroup made up 0.2% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #75 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's Pultegroup position peaked at $273K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.