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Strong Retirement Solutions’s Pultegroup PHM Stock Holding History

Strong Retirement 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 		$1.33M Buy
9,679
+1,296
+15% +$157K 0.8% 34
2026
Q1 		$986K Buy
8,383
+450
+6% +$57.6K 0.69% 49
2025
Q4 		$930K Buy
+7,933
New +$973K 0.63% 50

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

Strong Retirement Solutions's PHM Position: Q2 2026 in Review

Strong Retirement Solutions increased its Pultegroup (PHM) stake by 15% in Q2 2026, buying an estimated $157K and bringing the position to 9,679 shares worth $1.33M. The position accounts for 0.8% of the portfolio, ranked #34.

Strong Retirement Solutions first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Strong Retirement Solutions held 9,679 shares of Pultegroup worth $1.33M as of Q2 2026.
  • Strong Retirement Solutions bought 1,296 Pultegroup shares in Q2 2026, an estimated $157K.
  • Pultegroup made up 0.8% of Strong Retirement Solutions's portfolio in Q2 2026, its #34 holding.
  • Strong Retirement Solutions first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Strong Retirement Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.