Atlas Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.14M | Sell |
8,309
-44
| -0.5% | -$5.34K | 0.12% | 137 |
|
|
2026
Q1 | $982K | Sell |
8,353
-35
| -0.4% | -$4.48K | 0.11% | 153 |
|
|
2025
Q4 | $984K | Buy |
+8,388
| New | +$1.03M | 0.11% | 154 |
|
|
2025
Q2 | $851K | Sell |
8,071
-307
| -4% | -$30.9K | 0.1% | 172 |
|
|
2025
Q1 | $861K | Sell |
8,378
-506
| -6% | -$54.7K | 0.11% | 164 |
|
|
2024
Q4 | $967K | Sell |
8,884
-31
| -0.3% | -$4.03K | 0.12% | 144 |
|
|
2024
Q3 | $1.28M | Hold |
8,915
| – | – | 0.2% | 102 |
|
|
2024
Q2 | $982K | Sell |
8,915
-1,047
| -11% | -$119K | 0.13% | 129 |
|
|
2024
Q1 | $1.2M | Buy |
9,962
+225
| +2% | +$24.1K | 0.19% | 101 |
|
|
2023
Q4 | $1.01M | Buy |
9,737
+345
| +4% | +$29.3K | 0.15% | 121 |
|
|
2023
Q3 | $695K | Buy |
9,392
+248
| +3% | +$19.8K | 0.11% | 142 |
|
|
2023
Q2 | $710K | Buy |
9,144
+1,602
| +21% | +$109K | 0.11% | 147 |
|
|
2023
Q1 | $440K | Buy |
7,542
+907
| +14% | +$49K | 0.07% | 214 |
|
|
2022
Q4 | $302K | Hold |
6,635
| – | – | 0.05% | 263 |
|
|
2022
Q3 | $249K | Hold |
6,635
| – | – | 0.05% | 305 |
|
|
2022
Q2 | $263K | Sell |
6,635
-1,759
| -21% | -$74.1K | 0.04% | 311 |
|
|
2022
Q1 | $352K | Sell |
8,394
-214
| -2% | -$10.6K | 0.05% | 261 |
|
|
2021
Q4 | $492K | Sell |
8,608
-311
| -3% | -$15.9K | 0.07% | 216 |
|
|
2021
Q3 | $410K | Hold |
8,919
| – | – | 0.07% | 233 |
|
|
2021
Q2 | $487K | Hold |
8,919
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $468K | Sell |
8,919
-207
| -2% | -$9.66K | 0.09% | 206 |
|
|
2020
Q4 | $394K | Sell |
9,126
-816
| -8% | -$36.2K | 0.08% | 213 |
|
|
2020
Q3 | $460K | Sell |
9,942
-497
| -5% | -$21.3K | 0.11% | 195 |
|
|
2020
Q2 | $355K | Buy |
10,439
+5,502
| +111% | +$165K | 0.08% | 226 |
|
|
2020
Q1 | $110K | Sell |
4,937
-2,401
| -33% | -$92.7K | 0.03% | 352 |
|
|
2019
Q4 | $285K | Buy |
7,338
+211
| +3% | +$8.2K | 0.07% | 273 |
|
|
2019
Q3 | $260K | Sell |
7,127
-462
| -6% | -$15.4K | 0.08% | 273 |
|
|
2019
Q2 | $240K | Buy |
7,589
+5,902
| +350% | +$184K | 0.08% | 264 |
|
|
2019
Q1 | $47.2K | Hold |
1,687
| – | – | 0.02% | 425 |
|
|
2018
Q4 | $43.8K | Sell |
1,687
-2,756
| -62% | -$68.2K | 0.02% | 421 |
|
|
2018
Q3 | $107K | Sell |
4,443
-5,543
| -56% | -$157K | 0.04% | 351 |
|
|
2018
Q2 | $309K | Buy |
9,986
+5,736
| +135% | +$173K | 0.11% | 223 |
|
|
2018
Q1 | $125K | Buy |
+4,250
| New | +$132K | 0.04% | 322 |
|
Other funds holding PHM
GA
Atlas Capital Advisors's PHM Position: Q2 2026 in Review
Atlas Capital Advisors reduced its Pultegroup (PHM) stake by 0.53% in Q2 2026, selling an estimated $5.34K and leaving 8,309 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #137.
Atlas Capital Advisors first reported a position in PHM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.28M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Atlas Capital Advisors held 8,309 shares of Pultegroup worth $1.14M as of Q2 2026.
- Atlas Capital Advisors sold 44 Pultegroup shares in Q2 2026, an estimated $5.34K.
- Pultegroup made up 0.12% of Atlas Capital Advisors's portfolio in Q2 2026, its #137 holding.
- Atlas Capital Advisors first reported a position in Pultegroup in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's Pultegroup position peaked at $1.28M in Q3 2024.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.