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Planning Strategies Inc.’s Pultegroup PHM Stock Holding History

Planning Strategies Inc.’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 		$1.37K Buy
+10
New +$1.21K ﹤0.01% 680

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

Planning Strategies Inc.'s PHM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pultegroup (PHM) in Q2 2026: 10 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

347 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Planning Strategies Inc. held 10 shares of Pultegroup worth $1.37K as of Q2 2026.
  • Pultegroup was a new Planning Strategies Inc. position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #680 holding.
  • 347 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.