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Aptus Capital Advisors’s Pultegroup PHM Stock Holding History

Aptus Capital 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 		$19.2M Buy
139,664
+3,785
+3% +$460K 0.13% 135
2026
Q1 		$16M Sell
135,879
-1,556
-1% -$199K 0.13% 146
2025
Q4 		$16.1M Buy
137,435
+5,176
+4% +$635K 0.12% 153
2025
Q3 		$17.5M Sell
132,259
-12,445
-9% -$1.55M 0.13% 150
2025
Q2 		$15.3M Buy
144,704
+10,077
+7% +$1.02M 0.12% 147
2025
Q1 		$13.8M Buy
134,627
+9,847
+8% +$1.06M 0.14% 141
2024
Q4 		$13.6M Buy
124,780
+13,739
+12% +$1.78M 0.14% 126
2024
Q3 		$15.9M Buy
111,041
+18,393
+20% +$2.34M 0.24% 102
2024
Q2 		$10.2M Buy
92,648
+20,555
+29% +$2.33M 0.18% 111
2024
Q1 		$8.7M Buy
72,093
+5,564
+8% +$597K 0.16% 124
2023
Q4 		$6.87M Sell
66,529
-274
-0.4% -$23.3K 0.19% 104
2023
Q3 		$4.95M Sell
66,803
-40,426
-38% -$3.22M 0.13% 133
2023
Q2 		$8.33M Sell
107,229
-11,288
-10% -$765K 0.2% 98
2023
Q1 		$6.91M Sell
118,517
-170,320
-59% -$9.2M 0.19% 105
2022
Q4 		$13.2M Sell
288,837
-57,833
-17% -$2.44M 0.4% 49
2022
Q3 		$13M Buy
346,670
+174,117
+101% +$7.32M 0.31% 43
2022
Q2 		$6.85M Buy
+172,553
New +$7.27M 0.18% 81

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aptus Capital Advisors's PHM Position: Q2 2026 in Review

Aptus Capital Advisors increased its Pultegroup (PHM) stake by 2.8% in Q2 2026, buying an estimated $460K and bringing the position to 139,664 shares worth $19.2M. The position accounts for 0.13% of the portfolio, ranked #135.

Aptus Capital Advisors first reported a position in PHM in Q2 2022 and has held it in 17 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Aptus Capital Advisors held 139,664 shares of Pultegroup worth $19.2M as of Q2 2026.
  • Aptus Capital Advisors bought 3,785 Pultegroup shares in Q2 2026, an estimated $460K.
  • Pultegroup made up 0.13% of Aptus Capital Advisors's portfolio in Q2 2026, its #135 holding.
  • Aptus Capital Advisors first reported a position in Pultegroup in Q2 2022 and has held it in 17 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.