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Winnow Wealth’s Pultegroup PHM Stock Holding History

Winnow Wealth’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 		$981K Sell
7,153
-214
-3% -$26K 0.67% 41
2026
Q1 		$866K Sell
7,367
-437
-6% -$56K 0.67% 49
2025
Q4 		$921K Sell
7,804
-42
-0.5% -$5.15K 0.68% 57
2025
Q3 		$1.04M Buy
+7,846
New +$974K 0.82% 40
2025
Q2 		– Sell
-405
Closed -$41.5K – 538
2025
Q1 		$41.5K Sell
405
-5
-1% -$540 0.04% 166
2024
Q4 		$44K Buy
+410
New +$53.2K 0.04% 146

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

Winnow Wealth's PHM Position: Q2 2026 in Review

Winnow Wealth reduced its Pultegroup (PHM) stake by 2.9% in Q2 2026, selling an estimated $26K and leaving 7,153 shares worth $981K. The position accounts for 0.67% of the portfolio, ranked #41.

Winnow Wealth first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 1,040 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Winnow Wealth held 7,153 shares of Pultegroup worth $981K as of Q2 2026.
  • Winnow Wealth sold 214 Pultegroup shares in Q2 2026, an estimated $26K.
  • Pultegroup made up 0.67% of Winnow Wealth's portfolio in Q2 2026, its #41 holding.
  • Winnow Wealth first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Pultegroup position peaked at $1.04M in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.