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Synergy Investment Management’s Pultegroup PHM Stock Holding History

Synergy Investment 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 		$31.3K Buy
230
+90
+64% +$10.9K 0.01% 450
2026
Q1 		$16.5K Buy
+140
New +$17.9K 0.01% 436
2025
Q2 		– Sell
-56
Closed -$5.76K – 430
2025
Q1 		$5.76K Hold
56
– – ﹤0.01% 435
2024
Q4 		$6.1K Buy
+56
New +$7.27K ﹤0.01% 432

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

Synergy Investment Management's PHM Position: Q2 2026 in Review

Synergy Investment Management increased its Pultegroup (PHM) stake by 64% in Q2 2026, buying an estimated $10.9K and bringing the position to 230 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #450.

Synergy Investment Management first reported a position in PHM in Q4 2024 and has held it in 4 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Synergy Investment Management held 230 shares of Pultegroup worth $31.3K as of Q2 2026.
  • Synergy Investment Management bought 90 Pultegroup shares in Q2 2026, an estimated $10.9K.
  • Pultegroup made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #450 holding.
  • Synergy Investment Management first reported a position in Pultegroup in Q4 2024 and has held it in 4 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.