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Venturi Wealth Management’s Pultegroup PHM Stock Holding History

Venturi Wealth Management’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 		$2.06M Sell
15,004
-497
-3% -$60.4K 0.08% 130
2026
Q1 		$1.82M Sell
15,501
-548
-3% -$70.2K 0.08% 133
2025
Q4 		$1.88M Sell
16,049
-72
-0.4% -$8.83K 0.08% 132
2025
Q3 		$2.13M Sell
16,121
-1,240
-7% -$154K 0.1% 112
2025
Q2 		$1.83M Sell
17,361
-956
-5% -$96.3K 0.09% 129
2025
Q1 		$1.88M Buy
18,317
+2,427
+15% +$262K 0.1% 124
2024
Q4 		$1.73M Buy
15,890
+228
+1% +$29.6K 0.09% 137
2024
Q3 		$2.25M Sell
15,662
-1,128
-7% -$143K 0.12% 103
2024
Q2 		$1.85M Buy
16,790
+5,454
+48% +$619K 0.11% 111
2024
Q1 		$1.37M Buy
11,336
+11,163
+6,453% +$1.2M 0.09% 139
2023
Q4 		$17.9K Sell
173
-27
-14% -$2.29K ﹤0.01% 726
2023
Q3 		$14.8K Buy
200
+173
+641% +$13.8K ﹤0.01% 712
2023
Q2 		$2.1K Buy
+27
New +$1.83K ﹤0.01% 914

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

Venturi Wealth Management's PHM Position: Q2 2026 in Review

Venturi Wealth Management reduced its Pultegroup (PHM) stake by 3.2% in Q2 2026, selling an estimated $60.4K and leaving 15,004 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #130.

Venturi Wealth Management first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.25M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Venturi Wealth Management held 15,004 shares of Pultegroup worth $2.06M as of Q2 2026.
  • Venturi Wealth Management sold 497 Pultegroup shares in Q2 2026, an estimated $60.4K.
  • Pultegroup made up 0.08% of Venturi Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Venturi Wealth Management first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • Venturi Wealth Management's Pultegroup position peaked at $2.25M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.