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 		$6.56K Buy
+100
New +$12.1K ﹤0.01% 4120

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 252 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.
  • 252 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.