Apella Capital
PHM icon

Apella Capital’s Pultegroup PHM Stock Holding History

Apella Capital’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
Q3 		$314K Buy
2,794
+566
+25% +$71.1K ﹤0.01% 621
2026
Q2 		$289K Buy
2,228
+45
+2% +$5.46K ﹤0.01% 588
2026
Q1 		$276K Buy
2,183
+15
+0.7% +$1.92K ﹤0.01% 577
2025
Q4 		$254K Buy
2,168
+5
+0.2% +$613 0.01% 477
2025
Q3 		$268K Buy
2,163
+87
+4% +$10.8K 0.01% 409
2025
Q2 		$225K Buy
2,076
+10
+0.5% +$1.01K 0.01% 396
2025
Q1 		$201K Buy
+2,066
New +$223K 0.01% 375

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Apella Capital's PHM Position: Q3 2026 in Review

Apella Capital increased its Pultegroup (PHM) stake by 25% in Q3 2026, buying an estimated $71.1K and bringing the position to 2,794 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Apella Capital first reported a position in PHM in Q1 2025 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Apella Capital held 2,794 shares of Pultegroup worth $314K as of Q3 2026.
  • Apella Capital bought 566 Pultegroup shares in Q3 2026, an estimated $71.1K.
  • Pultegroup made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #621 holding.
  • Apella Capital first reported a position in Pultegroup in Q1 2025 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.