Strategic Wealth Partners’s Pultegroup PHM Stock Holding History

Strategic Wealth Partners’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	$37.7K	Hold	275	–	–	﹤0.01%	587
2026 Q1	$32.3K	Hold	275	–	–	﹤0.01%	598
2025 Q4	$32.2K	Buy	275 +43	+19%	+$5.27K	﹤0.01%	598
2025 Q3	$30.7K	Buy	232 +94	+68%	+$11.7K	﹤0.01%	646
2025 Q2	$14.6K	Buy	+138	New	+$13.9K	﹤0.01%	720
2024 Q4	$437K	Buy	4,092 +1,540	+60%	+$200K	0.04%	220
2024 Q3	$366K	Buy	2,552 +225	+10%	+$28.6K	0.04%	231
2024 Q2	$256K	Buy	2,327 +557	+31%	+$63.2K	0.03%	258
2024 Q1	$213K	Buy	+1,770	New	+$190K	0.02%	266
2019 Q4	–	Sell	-211	Closed	-$7	–	398
2019 Q3	$7	Hold	211	–	–	﹤0.01%	613
2019 Q2	$6K	Hold	211	–	–	﹤0.01%	619
2019 Q1	$6K	Hold	211	–	–	﹤0.01%	613
2018 Q4	$6K	Hold	211	–	–	﹤0.01%	546
2018 Q3	$5K	Hold	211	–	–	﹤0.01%	560
2018 Q2	$6K	Hold	211	–	–	﹤0.01%	619
2018 Q1	$6K	Hold	211	–	–	﹤0.01%	618
2017 Q4	$7K	Buy	+211	New	+$6.55K	﹤0.01%	570

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's PHM Position: Q2 2026 in Review

Strategic Wealth Partners held its Pultegroup (PHM) position steady in Q2 2026 at 275 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Strategic Wealth Partners first reported a position in PHM in Q4 2017 and has held it in 17 quarters since. The position peaked at $437K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Strategic Wealth Partners held 275 shares of Pultegroup worth $37.7K as of Q2 2026.
Strategic Wealth Partners left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #587 holding.
Strategic Wealth Partners first reported a position in Pultegroup in Q4 2017 and has held it in 17 quarters since.
Strategic Wealth Partners's Pultegroup position peaked at $437K in Q4 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.