Advisors Asset Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.23M | Sell |
8,938
-964
| -10% | -$117K | 0.02% | 761 |
|
|
2026
Q1 | $1.16M | Sell |
9,902
-930
| -9% | -$119K | 0.02% | 754 |
|
|
2025
Q4 | $1.27M | Sell |
10,832
-335
| -3% | -$41.1K | 0.02% | 728 |
|
|
2025
Q3 | $1.48M | Sell |
11,167
-477
| -4% | -$59.2K | 0.03% | 685 |
|
|
2025
Q2 | $1.23M | Buy |
11,644
+1,276
| +12% | +$129K | 0.02% | 713 |
|
|
2025
Q1 | $1.07M | Buy |
10,368
+1,595
| +18% | +$172K | 0.02% | 726 |
|
|
2024
Q4 | $955K | Buy |
8,773
+4,113
| +88% | +$534K | 0.02% | 752 |
|
|
2024
Q3 | $669K | Buy |
4,660
+1,050
| +29% | +$133K | 0.01% | 844 |
|
|
2024
Q2 | $397K | Buy |
3,610
+1,898
| +111% | +$216K | 0.01% | 960 |
|
|
2024
Q1 | $207K | Sell |
1,712
-1,732
| -50% | -$186K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $355K | Sell |
3,444
-393
| -10% | -$33.4K | 0.01% | 993 |
|
|
2023
Q3 | $284K | Sell |
3,837
-4,688
| -55% | -$374K | 0.01% | 1045 |
|
|
2023
Q2 | $662K | Sell |
8,525
-611
| -7% | -$41.4K | 0.01% | 865 |
|
|
2023
Q1 | $532K | Sell |
9,136
-969
| -10% | -$52.3K | 0.01% | 919 |
|
|
2022
Q4 | $460K | Buy |
10,105
+2,552
| +34% | +$108K | 0.01% | 953 |
|
|
2022
Q3 | $283K | Buy |
7,553
+842
| +13% | +$35.4K | 0.01% | 1069 |
|
|
2022
Q2 | $266K | Buy |
+6,711
| New | +$283K | 0.01% | 1093 |
|
|
2022
Q1 | – | Sell |
-1,487
| Closed | -$85K | – | 978 |
|
|
2021
Q4 | $85K | Buy |
1,487
+351
| +31% | +$18K | ﹤0.01% | 1391 |
|
|
2021
Q3 | $52K | Buy |
1,136
+446
| +65% | +$23.2K | ﹤0.01% | 1368 |
|
|
2021
Q2 | $38K | Buy |
+690
| New | +$38.6K | ﹤0.01% | 1365 |
|
|
2020
Q4 | – | Sell |
-1,841
| Closed | -$85.2K | – | 1536 |
|
|
2020
Q3 | $85.2K | Sell |
1,841
-537
| -23% | -$23K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $81K | Sell |
2,378
-100
| -4% | -$3K | ﹤0.01% | 1339 |
|
|
2020
Q1 | $55.3K | Sell |
2,478
-48
| -2% | -$1.85K | ﹤0.01% | 1300 |
|
|
2019
Q4 | $98K | Sell |
2,526
-19
| -0.7% | -$738 | ﹤0.01% | 1323 |
|
|
2019
Q3 | $93K | Sell |
2,545
-4,692
| -65% | -$156K | ﹤0.01% | 1320 |
|
|
2019
Q2 | $229K | Sell |
7,237
-5,662
| -44% | -$177K | ﹤0.01% | 1163 |
|
|
2019
Q1 | $361K | Sell |
12,899
-192
| -1% | -$5.23K | 0.01% | 1062 |
|
|
2018
Q4 | $340K | Buy |
13,091
+2,648
| +25% | +$65.5K | 0.01% | 1080 |
|
|
2018
Q3 | $259K | Sell |
10,443
-160
| -2% | -$4.54K | ﹤0.01% | 1198 |
|
|
2018
Q2 | $305K | Sell |
10,603
-1,882
| -15% | -$56.6K | 0.01% | 1158 |
|
|
2018
Q1 | $350K | Sell |
12,485
-198
| -2% | -$6.14K | 0.01% | 1130 |
|
|
2017
Q4 | $422K | Buy |
12,683
+891
| +8% | +$27.7K | 0.01% | 1112 |
|
|
2017
Q3 | $322K | Sell |
11,792
-1,844
| -14% | -$46.7K | 0.01% | 1161 |
|
|
2017
Q2 | $334K | Sell |
13,636
-7,926
| -37% | -$185K | 0.01% | 1188 |
|
|
2017
Q1 | $508K | Sell |
21,562
-25,499
| -54% | -$549K | 0.01% | 1097 |
|
|
2016
Q4 | $865K | Sell |
47,061
-4,739
| -9% | -$90K | 0.01% | 937 |
|
|
2016
Q3 | $1.04M | Sell |
51,800
-23,827
| -32% | -$494K | 0.02% | 852 |
|
|
2016
Q2 | $1.47M | Sell |
75,627
-5,041
| -6% | -$93.5K | 0.02% | 757 |
|
|
2016
Q1 | $1.51M | Sell |
80,668
-19,410
| -19% | -$331K | 0.03% | 727 |
|
|
2015
Q4 | $1.78M | Buy |
100,078
+12,636
| +14% | +$236K | 0.03% | 693 |
|
|
2015
Q3 | $1.65M | Sell |
87,442
-36,063
| -29% | -$734K | 0.03% | 715 |
|
|
2015
Q2 | $2.49M | Sell |
123,505
-10,887
| -8% | -$221K | 0.03% | 596 |
|
|
2015
Q1 | $2.99M | Buy |
134,392
+5,382
| +4% | +$117K | 0.04% | 526 |
|
|
2014
Q4 | $2.77M | Buy |
129,010
+11,896
| +10% | +$237K | 0.04% | 533 |
|
|
2014
Q3 | $2.07M | Buy |
117,114
+9,254
| +9% | +$174K | 0.03% | 611 |
|
|
2014
Q2 | $2.17M | Buy |
107,860
+20,053
| +23% | +$385K | 0.03% | 583 |
|
|
2014
Q1 | $1.69M | Buy |
87,807
+34,586
| +65% | +$683K | 0.03% | 604 |
|
|
2013
Q4 | $1.08M | Buy |
53,221
+49,178
| +1,216% | +$872K | 0.02% | 722 |
|
|
2013
Q3 | $67K | Buy |
4,043
+1,973
| +95% | +$33.7K | ﹤0.01% | 1503 |
|
|
2013
Q2 | $39K | Buy |
+2,070
| New | +$43K | ﹤0.01% | 1605 |
|
Other funds holding PHM
GA
Advisors Asset Management's PHM Position: Q2 2026 in Review
Advisors Asset Management reduced its Pultegroup (PHM) stake by 9.7% in Q2 2026, selling an estimated $117K and leaving 8,938 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #761.
Advisors Asset Management first reported a position in PHM in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.99M in Q1 2015. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Advisors Asset Management held 8,938 shares of Pultegroup worth $1.23M as of Q2 2026.
- Advisors Asset Management sold 964 Pultegroup shares in Q2 2026, an estimated $117K.
- Pultegroup made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #761 holding.
- Advisors Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 50 quarters since.
- Advisors Asset Management's Pultegroup position peaked at $2.99M in Q1 2015.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.