Talon Private Wealth
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Talon Private Wealth’s Pultegroup PHM Stock Holding History

Talon Private Wealth’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 		– Sell
-5,156
Closed -$606K – 246
2026
Q1 		$606K Buy
+5,156
New +$660K 0.08% 138
2025
Q2 		$32.3K Buy
+306
New +$30.8K ﹤0.01% 218
2025
Q1 		– Sell
-99
Closed -$10.8K – 268
2024
Q4 		$10.8K Buy
99
+2
+2% +$260 ﹤0.01% 218
2024
Q3 		$13.9K Buy
+97
New +$12.3K ﹤0.01% 149

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 $3.38T AUM 44.17% 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 $7.96B AUM 5.75% 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

Talon Private Wealth's PHM Position: Q2 2026 in Review

Talon Private Wealth sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 5,156 shares — an estimated $606K sold.

Talon Private Wealth first reported a position in PHM in Q3 2024 and held it in 4 quarters. The position peaked at $606K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Talon Private Wealth reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Talon Private Wealth sold 5,156 Pultegroup shares in Q2 2026, an estimated $606K.
  • Talon Private Wealth first reported a position in Pultegroup in Q3 2024 and held it in 4 quarters.
  • Talon Private Wealth's Pultegroup position peaked at $606K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.