Wealthcare Advisory Partners’s Pultegroup PHM Stock Holding History

Wealthcare Advisory Partners’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	$350K	Hold	2,554	–	–	0.01%	821
2026 Q1	$300K	Buy	2,554 +101	+4%	+$12.9K	0.01%	879
2025 Q4	$288K	Sell	2,453 -69	-3%	-$8.46K	0.01%	889
2025 Q3	$333K	Buy	2,522 +4	+0.2%	+$497	0.01%	812
2025 Q2	$266K	Buy	+2,518	New	+$254K	0.01%	834
2025 Q1	–	Sell	-1,940	Closed	-$211K	–	939
2024 Q4	$211K	Sell	1,940 -209	-10%	-$27.1K	0.01%	841
2024 Q3	$308K	Buy	+2,149	New	+$273K	0.01%	713
2021 Q2	–	Sell	-1,479	Closed	-$78K	–	1484
2021 Q1	$78K	Buy	+1,479	New	+$69K	0.01%	743
2020 Q2	–	Sell	-1,424	Closed	-$32K	–	1068
2020 Q1	$32K	Buy	1,424 +215	+18%	+$8.3K	﹤0.01%	606
2019 Q4	$47K	Hold	1,209	–	–	0.01%	563
2019 Q3	$44K	Hold	1,209	–	–	0.01%	561
2019 Q2	$38K	Sell	1,209 -65	-5%	-$2.03K	0.01%	567
2019 Q1	$36K	Hold	1,274	–	–	0.01%	534
2018 Q4	$33K	Hold	1,274	–	–	0.01%	521
2018 Q3	$32K	Hold	1,274	–	–	0.01%	566
2018 Q2	$37K	Hold	1,274	–	–	0.01%	526
2018 Q1	$38K	Buy	1,274 +1,118	+717%	+$34.7K	0.01%	452
2017 Q4	$5K	Hold	156	–	–	﹤0.01%	788
2017 Q3	$4K	Buy	+156	New	+$3.95K	﹤0.01%	689

Other funds holding PHM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealthcare Advisory Partners's PHM Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Pultegroup (PHM) position steady in Q2 2026 at 2,554 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #821.

Wealthcare Advisory Partners first reported a position in PHM in Q3 2017 and has held it in 19 quarters since. 191 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Wealthcare Advisory Partners held 2,554 shares of Pultegroup worth $350K as of Q2 2026.
Wealthcare Advisory Partners left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #821 holding.
Wealthcare Advisory Partners first reported a position in Pultegroup in Q3 2017 and has held it in 19 quarters since.
191 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.