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Summit Securities Group’s Pultegroup PHM Stock Holding History

Summit Securities Group’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 		$6.04K Sell
44
-497
-92% -$60.4K ﹤0.01% 938
2026
Q1 		$63.6K Buy
541
+251
+87% +$32.1K 0.01% 347
2025
Q4 		$34K Sell
290
-1,785
-86% -$219K ﹤0.01% 693
2025
Q3 		$274K Buy
2,075
+653
+46% +$81.1K 0.06% 232
2025
Q2 		$150K Buy
+1,422
New +$143K 0.03% 297
2023
Q3 		– Sell
-291
Closed -$23K – 922
2023
Q2 		$23K Sell
291
-150
-34% -$10.2K ﹤0.01% 598
2023
Q1 		$26K Buy
441
+210
+91% +$11.3K ﹤0.01% 575
2022
Q4 		$11K Buy
+231
New +$9.73K ﹤0.01% 1022
2022
Q3 		– Sell
-494
Closed -$20K – 1109
2022
Q2 		$20K Buy
494
+392
+384% +$16.5K ﹤0.01% 766
2022
Q1 		$4K Buy
+102
New +$5.06K ﹤0.01% 1001
2015
Q1 		– Sell
-8,500
Closed -$182K – 580
2014
Q4 		$182K Buy
+8,500
New +$170K 0.05% 203
2014
Q1 		– Sell
-3,200
Closed -$65K – 541
2013
Q4 		$65K Buy
+3,200
New +$56.7K 0.01% 252

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

Summit Securities Group's PHM Position: Q2 2026 in Review

Summit Securities Group reduced its Pultegroup (PHM) stake by 92% in Q2 2026, selling an estimated $60.4K and leaving 44 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Summit Securities Group first reported a position in PHM in Q4 2013 and has held it in 12 quarters since. The position peaked at $274K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Summit Securities Group held 44 shares of Pultegroup worth $6.04K as of Q2 2026.
  • Summit Securities Group sold 497 Pultegroup shares in Q2 2026, an estimated $60.4K.
  • Pultegroup made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #938 holding.
  • Summit Securities Group first reported a position in Pultegroup in Q4 2013 and has held it in 12 quarters since.
  • Summit Securities Group's Pultegroup position peaked at $274K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.