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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
Q2 		$9.33K Sell
68
-82
-55% -$9.96K ﹤0.01% 421
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 $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

Addison Advisors's PHM Position: Q2 2026 in Review

Addison Advisors reduced its Pultegroup (PHM) stake by 55% in Q2 2026, selling an estimated $9.96K and leaving 68 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Addison Advisors first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $21K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Addison Advisors held 68 shares of Pultegroup worth $9.33K as of Q2 2026.
  • Addison Advisors sold 82 Pultegroup shares in Q2 2026, an estimated $9.96K.
  • Pultegroup made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #421 holding.
  • Addison Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • Addison Advisors's Pultegroup position peaked at $21K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.