XXI Wealth LLC’s Pultegroup PHM Stock Holding History

XXI Wealth LLC’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	$449K	Sell	3,275 -89	-3%	-$10.8K	0.21%	117
2026 Q1	$396K	Buy	3,364 +21	+0.6%	+$2.69K	0.22%	122
2025 Q4	$392K	Buy	+3,343	New	+$410K	0.24%	111

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

XXI Wealth LLC's PHM Position: Q2 2026 in Review

XXI Wealth LLC reduced its Pultegroup (PHM) stake by 2.6% in Q2 2026, selling an estimated $10.8K and leaving 3,275 shares worth $449K. The position accounts for 0.21% of the portfolio, ranked #117.

XXI Wealth LLC first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

XXI Wealth LLC held 3,275 shares of Pultegroup worth $449K as of Q2 2026.
XXI Wealth LLC sold 89 Pultegroup shares in Q2 2026, an estimated $10.8K.
Pultegroup made up 0.21% of XXI Wealth LLC's portfolio in Q2 2026, its #117 holding.
XXI Wealth LLC first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.