Ameritas Advisory Services’s Pultegroup PHM Stock Holding History

Ameritas Advisory Services’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	–	Sell	-3,081	Closed	-$362K	–	2083
2026 Q1	$362K	Sell	3,081 -840	-21%	-$108K	0.01%	693
2025 Q4	$460K	Buy	+3,921	New	+$481K	0.02%	601
2025 Q3	–	Sell	-9,802	Closed	-$1.03M	–	2696
2025 Q2	$1.03M	Buy	9,802 +2,082	+27%	+$210K	0.05%	335
2025 Q1	$794K	Buy	+7,720	New	+$834K	0.03%	466
2023 Q2	–	Sell	-17	Closed	-$1.09K	–	1987
2023 Q1	$1.09K	Buy	+17	New	+$918	﹤0.01%	2532

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

Ameritas Advisory Services's PHM Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 3,081 shares — an estimated $362K sold.

Ameritas Advisory Services first reported a position in PHM in Q1 2023 and held it in 5 quarters. The position peaked at $1.03M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Ameritas Advisory Services reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 3,081 Pultegroup shares in Q2 2026, an estimated $362K.
Ameritas Advisory Services first reported a position in Pultegroup in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's Pultegroup position peaked at $1.03M in Q2 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.