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Addison Advisors’s Pultegroup PHM Stock Holding History

Addison Advisors’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
Q1 		$17.6K Sell
150
-8
-5% -$1.02K ﹤0.01% 574
2025
Q4 		$18.5K Sell
158
-1
-0.6% -$123 ﹤0.01% 553
2025
Q3 		$21K Buy
159
+29
+22% +$3.6K ﹤0.01% 547
2025
Q2 		$13.7K Buy
130
+62
+91% +$6.25K ﹤0.01% 587
2025
Q1 		$6.99K Buy
68
+15
+28% +$1.62K ﹤0.01% 632
2024
Q4 		$5.77K Sell
53
-47
-47% -$6.1K ﹤0.01% 648
2024
Q3 		$14.4K Buy
100
+54
+117% +$6.87K ﹤0.01% 551
2024
Q2 		$5.07K Buy
+46
New +$5.22K ﹤0.01% 636

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Addison Advisors's PHM Position: Q1 2026 in Review

Addison Advisors reduced its Pultegroup (PHM) stake by 5.1% in Q1 2026, selling an estimated $1.02K and leaving 150 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Addison Advisors first reported a position in PHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $21K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Addison Advisors held 150 shares of Pultegroup worth $17.6K as of Q1 2026.
  • Addison Advisors sold 8 Pultegroup shares in Q1 2026, an estimated $1.02K.
  • Pultegroup made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #574 holding.
  • Addison Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 8 quarters since.
  • Addison Advisors's Pultegroup position peaked at $21K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.