VWA
PHM icon

Valued Wealth Advisors’s Pultegroup PHM Stock Holding History

Valued 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 		$22K Buy
160
+17
+12% +$2.06K 0.01% 189
2026
Q1 		$16.9K Buy
143
+4
+3% +$512 0.01% 199
2025
Q4 		$16.4K Buy
139
+7
+5% +$859 0.01% 178
2025
Q3 		$17.5K Buy
132
+3
+2% +$373 0.01% 166
2025
Q2 		$13.6K Sell
129
-40
-24% -$4.03K 0.01% 186
2025
Q1 		$17.4K Buy
169
+16
+10% +$1.73K 0.01% 165
2024
Q4 		$16.7K Buy
153
+2
+1% +$260 0.01% 174
2024
Q3 		$21.7K Buy
151
+4
+3% +$509 0.01% 139
2024
Q2 		$16.2K Buy
147
+19
+15% +$2.16K 0.01% 149
2024
Q1 		$15.5K Buy
128
+61
+91% +$6.54K 0.01% 145
2023
Q4 		$4.97K Buy
+67
New +$5.69K ﹤0.01% 203

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Valued Wealth Advisors's PHM Position: Q2 2026 in Review

Valued Wealth Advisors increased its Pultegroup (PHM) stake by 12% in Q2 2026, buying an estimated $2.06K and bringing the position to 160 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #189.

Valued Wealth Advisors first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Valued Wealth Advisors held 160 shares of Pultegroup worth $22K as of Q2 2026.
  • Valued Wealth Advisors bought 17 Pultegroup shares in Q2 2026, an estimated $2.06K.
  • Pultegroup made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Valued Wealth Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.