Affinity Investment Advisors’s Pultegroup PHM Stock Holding History

Affinity Investment 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 Q1	–	Sell	-3,293	Closed	-$386K	–	145
2025 Q4	$386K	Sell	3,293 -2,079	-39%	-$255K	0.26%	96
2025 Q3	$710K	Sell	5,372 -2,076	-28%	-$258K	0.48%	66
2025 Q2	$785K	Hold	7,448	–	–	0.59%	58
2025 Q1	$766K	Buy	7,448 +24	+0.3%	+$2.59K	0.62%	59
2024 Q4	$808K	Sell	7,424 -4,915	-40%	-$638K	0.67%	57
2024 Q3	$1.77M	Sell	12,339 -248	-2%	-$31.5K	1.22%	25
2024 Q2	$1.39M	Sell	12,587 -1,219	-9%	-$138K	1.04%	34
2024 Q1	$1.67M	Sell	13,806 -7,086	-34%	-$760K	1.22%	27
2023 Q4	$2.16M	Sell	20,892 -1,283	-6%	-$109K	1.47%	11
2023 Q3	$1.64M	Sell	22,175 -2,595	-10%	-$207K	1.06%	25
2023 Q2	$1.92M	Sell	24,770 -2,285	-8%	-$155K	1.11%	19
2023 Q1	$1.58M	Sell	27,055 -10,501	-28%	-$567K	0.84%	30
2022 Q4	$1.71M	Sell	37,556 -1,743	-4%	-$73.4K	0.79%	40
2022 Q3	$1.47M	Sell	39,299 -55	-0.1%	-$2.31K	0.77%	39
2022 Q2	$1.56M	Buy	39,354 +10,049	+34%	+$423K	0.76%	41
2022 Q1	$1.23M	Sell	29,305 -530	-2%	-$26.3K	0.5%	56
2021 Q4	$1.71M	Sell	29,835 -3,421	-10%	-$175K	0.68%	45
2021 Q3	$1.53M	Sell	33,256 -7,825	-19%	-$407K	0.68%	46
2021 Q2	$2.24M	Sell	41,081 -19,101	-32%	-$1.07M	1.01%	30
2021 Q1	$3.16M	Sell	60,182 -503	-0.8%	-$23.5K	1.16%	30
2020 Q4	$2.62M	Sell	60,685 -1,497	-2%	-$66.3K	1.06%	34
2020 Q3	$2.88M	Buy	62,182 +1,604	+3%	+$68.6K	1.26%	30
2020 Q2	$2.06M	Sell	60,578 -13,660	-18%	-$410K	0.98%	38
2020 Q1	$1.66M	Sell	74,238 -15,243	-17%	-$589K	0.84%	43
2019 Q4	$3.47M	Sell	89,481 -19,107	-18%	-$742K	1.26%	33
2019 Q3	$3.97M	Buy	108,588 +22,644	+26%	+$753K	1.25%	39
2019 Q2	$2.72M	Sell	85,944 -23,294	-21%	-$727K	0.78%	50
2019 Q1	$3.05M	Sell	109,238 -111,455	-51%	-$3.04M	0.63%	56
2018 Q4	$5.74M	Buy	220,693 +6,040	+3%	+$149K	1%	48
2018 Q3	$5.32M	Hold	214,653	–	–	0.7%	54
2018 Q2	$6.17M	Sell	214,653 -43,264	-17%	-$1.3M	0.87%	50
2018 Q1	$7.61M	Sell	257,917 -141	-0.1%	-$4.37K	0.89%	51
2017 Q4	$8.58M	Sell	258,058 -49,254	-16%	-$1.53M	0.97%	45
2017 Q3	$8.4M	Sell	307,312 -1,210	-0.4%	-$30.6K	0.97%	48
2017 Q2	$7.57M	Sell	308,522 -116,667	-27%	-$2.72M	0.9%	51
2017 Q1	$10M	Sell	425,189 -38,793	-8%	-$836K	0.91%	50
2016 Q4	$8.53M	Sell	463,982 -80,910	-15%	-$1.54M	0.8%	55
2016 Q3	$10.9M	Sell	544,892 -62,507	-10%	-$1.3M	0.93%	50
2016 Q2	$11.8M	Buy	607,399 +65,692	+12%	+$1.22M	0.87%	52
2016 Q1	$10.1M	Sell	541,707 -1,760	-0.3%	-$30K	0.89%	53
2015 Q4	$9.69M	Buy	543,467 +9,210	+2%	+$172K	0.83%	52
2015 Q3	$10.1M	Sell	534,257 -63,648	-11%	-$1.3M	0.92%	48
2015 Q2	$12M	Sell	597,905 -50,096	-8%	-$1.02M	0.96%	49
2015 Q1	$14.4M	Sell	648,001 -79,013	-11%	-$1.72M	1.04%	47
2014 Q4	$15.6M	Buy	727,014 +33,116	+5%	+$661K	1.44%	29
2014 Q3	$12.3M	Buy	693,898 +204,339	+42%	+$3.85M	1.24%	37
2014 Q2	$9.87M	Buy	489,559 +20,131	+4%	+$387K	1.12%	51
2014 Q1	$9.01M	Sell	469,428 -20	-0%	-$395	1.06%	52
2013 Q4	$9.56M	Sell	469,448 -1,149	-0.2%	-$20.4K	1.16%	48
2013 Q3	$7.76M	Buy	470,597 +77,521	+20%	+$1.32M	1.01%	53
2013 Q2	$7.46M	Buy	+393,076	New	+$8.17M	0.65%	61

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Affinity Investment Advisors's PHM Position: Q1 2026 in Review

Affinity Investment Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,293 shares — an estimated $386K sold.

Affinity Investment Advisors first reported a position in PHM in Q2 2013 and held it in 51 quarters. The position peaked at $15.6M in Q4 2014. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Affinity Investment Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Affinity Investment Advisors sold 3,293 Pultegroup shares in Q1 2026, an estimated $386K.
Affinity Investment Advisors first reported a position in Pultegroup in Q2 2013 and held it in 51 quarters.
Affinity Investment Advisors's Pultegroup position peaked at $15.6M in Q4 2014.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.