Advisors Capital Management’s Pultegroup PHM Stock Holding History

Advisors Capital Management’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	$390K	Sell	2,842 -35	-1%	-$4.25K	﹤0.01%	475
2026 Q1	$338K	Sell	2,877 -395	-12%	-$50.6K	﹤0.01%	462
2025 Q4	$384K	Sell	3,272 -7	-0.2%	-$859	﹤0.01%	457
2025 Q3	$433K	Sell	3,279 -145	-4%	-$18K	0.01%	411
2025 Q2	$361K	Sell	3,424 -643	-16%	-$64.8K	﹤0.01%	419
2025 Q1	$418K	Buy	4,067 +26	+0.6%	+$2.81K	0.01%	394
2024 Q4	$440K	Buy	4,041 +276	+7%	+$35.8K	0.01%	390
2024 Q3	$541K	Buy	+3,765	New	+$479K	0.01%	354

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

Advisors Capital Management's PHM Position: Q2 2026 in Review

Advisors Capital Management reduced its Pultegroup (PHM) stake by 1.2% in Q2 2026, selling an estimated $4.25K and leaving 2,842 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Advisors Capital Management first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $541K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Advisors Capital Management held 2,842 shares of Pultegroup worth $390K as of Q2 2026.
Advisors Capital Management sold 35 Pultegroup shares in Q2 2026, an estimated $4.25K.
Pultegroup made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #475 holding.
Advisors Capital Management first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
Advisors Capital Management's Pultegroup position peaked at $541K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.