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True Wealth Design’s Pultegroup PHM Stock Holding History

True Wealth Design’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 		$34K Sell
248
-54
-18% -$6.56K 0.01% 629
2026
Q1 		$35.5K Sell
302
-34
-10% -$4.35K 0.01% 502
2025
Q4 		$39.4K Sell
336
-20
-6% -$2.45K 0.01% 404
2025
Q3 		$47K Buy
356
+248
+230% +$30.8K 0.01% 328
2025
Q2 		$11.4K Buy
108
+54
+100% +$5.44K ﹤0.01% 533
2025
Q1 		$5.55K Buy
54
+38
+238% +$4.1K ﹤0.01% 653
2024
Q4 		$1.74K Hold
16
– – ﹤0.01% 777
2024
Q3 		$2.3K Sell
16
-3
-16% -$381 ﹤0.01% 750
2024
Q2 		$2.09K Sell
19
-4
-17% -$454 ﹤0.01% 360
2024
Q1 		$2.77K Sell
23
-9,580
-100% -$1.03M ﹤0.01% 316
2023
Q4 		$991K Sell
9,603
-1,089
-10% -$92.5K 0.28% 30
2023
Q3 		$792K Sell
10,692
-2,556
-19% -$204K 0.27% 55
2023
Q2 		$1.03M Sell
13,248
-1,082
-8% -$73.3K 0.38% 27
2023
Q1 		$835K Sell
14,330
-4,719
-25% -$255K 0.35% 47
2022
Q4 		$867K Buy
+19,049
New +$803K 0.4% 34

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

True Wealth Design's PHM Position: Q2 2026 in Review

True Wealth Design reduced its Pultegroup (PHM) stake by 18% in Q2 2026, selling an estimated $6.56K and leaving 248 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #629.

True Wealth Design first reported a position in PHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q2 2023. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • True Wealth Design held 248 shares of Pultegroup worth $34K as of Q2 2026.
  • True Wealth Design sold 54 Pultegroup shares in Q2 2026, an estimated $6.56K.
  • Pultegroup made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #629 holding.
  • True Wealth Design first reported a position in Pultegroup in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Pultegroup position peaked at $1.03M in Q2 2023.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.