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 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 $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

Ancora Advisors's PHM Position: Q1 2026 in Review

Ancora Advisors increased its Pultegroup (PHM) stake by 7.3% in Q1 2026, buying an estimated $5.51K and bringing the position to 630 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Ancora Advisors first reported a position in PHM in Q4 2016 and has held it in 24 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Ancora Advisors held 630 shares of Pultegroup worth $74.1K as of Q1 2026.
Ancora Advisors bought 43 Pultegroup shares in Q1 2026, an estimated $5.51K.
Pultegroup made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1005 holding.
Ancora Advisors first reported a position in Pultegroup in Q4 2016 and has held it in 24 quarters since.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.