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AdvisorShares Investments’s Pultegroup PHM Stock Holding History

AdvisorShares Investments’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 		$545K Hold
3,972
– – 0.07% 156
2026
Q1 		$467K Hold
3,972
– – 0.09% 153
2025
Q4 		$466K Sell
3,972
-156
-4% -$19.1K 0.08% 195
2025
Q3 		$545K Buy
+4,128
New +$513K 0.09% 120
2024
Q4 		– Sell
-3,581
Closed -$514K – 315
2024
Q3 		$514K Sell
3,581
-560
-14% -$71.2K 0.1% 95
2024
Q2 		$440K Sell
4,141
-738
-15% -$83.8K 0.08% 166
2024
Q1 		$589K Hold
4,879
– – 0.1% 94
2023
Q4 		$504K Sell
4,879
-857
-15% -$72.8K 0.12% 99
2023
Q3 		$425K Sell
5,736
-132
-2% -$10.5K 0.11% 85
2023
Q2 		$456K Buy
+5,868
New +$398K 0.13% 85

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

AdvisorShares Investments's PHM Position: Q2 2026 in Review

AdvisorShares Investments held its Pultegroup (PHM) position steady in Q2 2026 at 3,972 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #156.

AdvisorShares Investments first reported a position in PHM in Q2 2023 and has held it in 10 quarters since. The position peaked at $589K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • AdvisorShares Investments held 3,972 shares of Pultegroup worth $545K as of Q2 2026.
  • AdvisorShares Investments left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.07% of AdvisorShares Investments's portfolio in Q2 2026, its #156 holding.
  • AdvisorShares Investments first reported a position in Pultegroup in Q2 2023 and has held it in 10 quarters since.
  • AdvisorShares Investments's Pultegroup position peaked at $589K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.