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Twin Peaks Wealth Advisors’s Pultegroup PHM Stock Holding History

Twin Peaks Wealth Advisors’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
-342
Closed -$40.2K – 1637
2026
Q1 		$40.2K Buy
+342
New +$43.8K 0.01% 483
2025
Q3 		– Sell
-301
Closed -$37.1K – 1554
2025
Q2 		$37.1K Buy
+301
New +$30.3K 0.01% 412

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

Twin Peaks Wealth Advisors's PHM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 342 shares — an estimated $40.2K sold.

Twin Peaks Wealth Advisors first reported a position in PHM in Q2 2025 and held it in 2 quarters. The position peaked at $40.2K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 342 Pultegroup shares in Q2 2026, an estimated $40.2K.
  • Twin Peaks Wealth Advisors first reported a position in Pultegroup in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pultegroup position peaked at $40.2K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.