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United Financial Planning Group’s Pultegroup PHM Stock Holding History

United Financial Planning Group’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 		$34.2K Hold
249
– – 0.02% 126
2026
Q1 		$29.3K Buy
249
+81
+48% +$10.4K 0.02% 112
2025
Q4 		$19.7K Hold
168
– – 0.01% 142
2025
Q3 		$22.2K Buy
+168
New +$20.9K 0.01% 119

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

United Financial Planning Group's PHM Position: Q2 2026 in Review

United Financial Planning Group held its Pultegroup (PHM) position steady in Q2 2026 at 249 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #126.

United Financial Planning Group first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • United Financial Planning Group held 249 shares of Pultegroup worth $34.2K as of Q2 2026.
  • United Financial Planning Group left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #126 holding.
  • United Financial Planning Group first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.