AF
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Advisornet Financial’s Pultegroup PHM Stock Holding History

Advisornet Financial’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 		$69.5K Hold
507
– – ﹤0.01% 1004
2026
Q1 		$59.6K Buy
507
+3
+0.6% +$384 ﹤0.01% 996
2025
Q4 		$59K Buy
504
+1
+0.2% +$123 ﹤0.01% 1007
2025
Q3 		$66.5K Buy
503
+317
+170% +$39.4K ﹤0.01% 933
2025
Q2 		$19.7K Sell
186
-6
-3% -$605 ﹤0.01% 1278
2025
Q1 		$19.8K Buy
192
+1
+0.5% +$108 ﹤0.01% 1196
2024
Q4 		$20.8K Buy
191
+43
+29% +$5.58K ﹤0.01% 1121
2024
Q3 		$21.3K Hold
148
– – ﹤0.01% 1175
2024
Q2 		$16.3K Hold
148
– – ﹤0.01% 1164
2024
Q1 		$17.8K Sell
148
-279
-65% -$29.9K ﹤0.01% 1109
2023
Q4 		$44.1K Buy
427
+204
+91% +$17.3K ﹤0.01% 838
2023
Q3 		$16.5K Buy
223
+65
+41% +$5.18K ﹤0.01% 1093
2023
Q2 		$12.3K Buy
158
+18
+13% +$1.22K ﹤0.01% 1258
2023
Q1 		$8.16K Buy
140
+3
+2% +$162 ﹤0.01% 1365
2022
Q4 		$6.24K Buy
137
+69
+101% +$2.91K ﹤0.01% 1417
2022
Q3 		$3K Sell
68
-10
-13% -$421 ﹤0.01% 1624
2022
Q2 		$3K Sell
78
-135
-63% -$5.69K ﹤0.01% 1635
2022
Q1 		$9K Sell
213
-13,564
-98% -$673K ﹤0.01% 1479
2021
Q4 		$787K Sell
13,777
-1,129
-8% -$57.9K 0.05% 312
2021
Q3 		$684K Buy
14,906
+7,990
+116% +$415K 0.05% 308
2021
Q2 		$377K Buy
6,916
+545
+9% +$30.5K 0.03% 435
2021
Q1 		$334K Buy
+6,371
New +$297K 0.02% 439
2020
Q4 		– Sell
-45
Closed -$2K – 1790
2020
Q3 		$2K Hold
45
– – ﹤0.01% 1580
2020
Q2 		$2K Hold
45
– – ﹤0.01% 1611
2020
Q1 		$1K Hold
45
– – ﹤0.01% 1701
2019
Q4 		$2K Sell
45
-1,632
-97% -$63.4K ﹤0.01% 1695
2019
Q3 		$61K Buy
1,677
+1,632
+3,627% +$54.3K 0.01% 830
2019
Q2 		$1K Hold
45
– – ﹤0.01% 1614
2019
Q1 		$1K Buy
+45
New +$1.23K ﹤0.01% 1525

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

Advisornet Financial's PHM Position: Q2 2026 in Review

Advisornet Financial held its Pultegroup (PHM) position steady in Q2 2026 at 507 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Advisornet Financial first reported a position in PHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $787K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Advisornet Financial held 507 shares of Pultegroup worth $69.5K as of Q2 2026.
  • Advisornet Financial left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1004 holding.
  • Advisornet Financial first reported a position in Pultegroup in Q1 2019 and has held it in 29 quarters since.
  • Advisornet Financial's Pultegroup position peaked at $787K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.