Ancora Advisors’s Pultegroup PHM Stock Holding History

Ancora 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 Q2	$54.9K	Sell	400 -230	-37%	-$27.9K	﹤0.01%	1034
2026 Q1	$74.1K	Buy	630 +43	+7%	+$5.51K	﹤0.01%	1005
2025 Q4	$68.8K	Buy	587 +183	+45%	+$22.4K	﹤0.01%	1036
2025 Q3	$53.4K	Hold	404	–	–	﹤0.01%	1019
2025 Q2	$42.6K	Buy	404 +4	+1%	+$403	﹤0.01%	1056
2025 Q1	$41.1K	Sell	400 -2	-0.5%	-$216	﹤0.01%	1047
2024 Q4	$43.8K	Hold	402	–	–	﹤0.01%	1032
2024 Q3	$57.7K	Buy	402 +2	+0.5%	+$254	﹤0.01%	954
2024 Q2	$44K	Hold	400	–	–	﹤0.01%	974
2024 Q1	$48.2K	Hold	400	–	–	﹤0.01%	971
2023 Q4	$41.3K	Hold	400	–	–	﹤0.01%	988
2023 Q3	$29.6K	Hold	400	–	–	﹤0.01%	1058
2023 Q2	$31.1K	Hold	400	–	–	﹤0.01%	1023
2023 Q1	$23.3K	Hold	400	–	–	﹤0.01%	1094
2022 Q4	$18K	Hold	400	–	–	﹤0.01%	1214
2022 Q3	$15K	Hold	400	–	–	﹤0.01%	1407
2022 Q2	$16K	Hold	400	–	–	﹤0.01%	1496
2022 Q1	$17K	Hold	400	–	–	﹤0.01%	1591
2021 Q4	$23K	Hold	400	–	–	﹤0.01%	1538
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	1510
2021 Q2	$22K	Hold	400	–	–	﹤0.01%	1326
2021 Q1	$21K	Hold	400	–	–	﹤0.01%	1290
2020 Q4	$17K	Hold	400	–	–	﹤0.01%	1103
2020 Q3	$19K	Buy	+400	New	+$17.1K	﹤0.01%	1027
2017 Q1	–	Sell	-1,200	Closed	-$22K	–	968
2016 Q4	$22K	Buy	+1,200	New	+$22.8K	﹤0.01%	921

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 $3.38T AUM 44.17% 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

Ancora Advisors's PHM Position: Q2 2026 in Review

Ancora Advisors reduced its Pultegroup (PHM) stake by 37% in Q2 2026, selling an estimated $27.9K and leaving 400 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Ancora Advisors first reported a position in PHM in Q4 2016 and has held it in 25 quarters since. The position peaked at $74.1K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Ancora Advisors held 400 shares of Pultegroup worth $54.9K as of Q2 2026.
Ancora Advisors sold 230 Pultegroup shares in Q2 2026, an estimated $27.9K.
Pultegroup made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1034 holding.
Ancora Advisors first reported a position in Pultegroup in Q4 2016 and has held it in 25 quarters since.
Ancora Advisors's Pultegroup position peaked at $74.1K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.