TGY2IT
PHM icon

Timothy G. Youngquist 2020 Irrevocable Trust’s Pultegroup PHM Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-68
Closed -$8K – 389
2026
Q1 		$8K Buy
+68
New +$8.71K ﹤0.01% 426

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 $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

Timothy G. Youngquist 2020 Irrevocable Trust's PHM Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 68 shares — an estimated $8K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $8K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 68 Pultegroup shares in Q2 2026, an estimated $8K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Pultegroup position peaked at $8K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.