Wealth Enhancement Advisory Services
PHM icon

Wealth Enhancement Advisory Services’s Pultegroup PHM Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.9M Buy
226,320
+17,542
+8% +$2.13M 0.02% 532
2026
Q1 		$12.5M Buy
208,778
+155,148
+289% +$19.9M 0.03% 525
2025
Q4 		$6.67M Buy
53,630
+3,857
+8% +$473K 0.01% 878
2025
Q3 		$6.45M Sell
49,773
-96
-0.2% -$11.9K 0.01% 831
2025
Q2 		$5.45M Buy
49,869
+1,497
+3% +$151K 0.01% 859
2025
Q1 		$4.97M Sell
48,372
-2,139
-4% -$231K 0.01% 836
2024
Q4 		$5.5M Sell
50,511
-16,680
-25% -$2.17M 0.01% 767
2024
Q3 		$9.64M Buy
67,191
+16,445
+32% +$2.09M 0.02% 523
2024
Q2 		$5.59M Sell
50,746
-5,882
-10% -$668K 0.01% 657
2024
Q1 		$6.83M Sell
56,628
-1,378
-2% -$148K 0.02% 589
2023
Q4 		$5.99M Sell
58,006
-2,823
-5% -$240K 0.02% 562
2023
Q3 		$4.5M Buy
+60,829
New +$4.85M 0.01% 607
2023
Q1 		– Sell
-45,287
Closed -$2.35M – 551
2022
Q4 		$2.35M Buy
+45,287
New +$1.91M 0.03% 162

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

Wealth Enhancement Advisory Services's PHM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pultegroup (PHM) stake by 8.4% in Q2 2026, buying an estimated $2.13M and bringing the position to 226,320 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #532.

Wealth Enhancement Advisory Services first reported a position in PHM in Q4 2022 and has held it in 13 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 226,320 shares of Pultegroup worth $14.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,542 Pultegroup shares in Q2 2026, an estimated $2.13M.
  • Pultegroup made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #532 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pultegroup in Q4 2022 and has held it in 13 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.