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Atria Investments’s Pultegroup PHM Stock Holding History

Atria Investments’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 		$1.48M Sell
12,595
-1,463
-10% -$187K 0.02% 846
2025
Q4 		$1.65M Sell
14,058
-11,233
-44% -$1.38M 0.02% 817
2025
Q3 		$3.34M Buy
25,291
+12,086
+92% +$1.5M 0.04% 536
2025
Q2 		$1.39M Sell
13,205
-2,139
-14% -$216K 0.02% 887
2025
Q1 		$1.58M Buy
15,344
+3,139
+26% +$339K 0.02% 803
2024
Q4 		$1.33M Sell
12,205
-1,352
-10% -$176K 0.02% 847
2024
Q3 		$1.95M Sell
13,557
-2,148
-14% -$273K 0.02% 682
2024
Q2 		$1.73M Buy
15,705
+2,358
+18% +$268K 0.02% 699
2024
Q1 		$1.61M Buy
13,347
+3,017
+29% +$324K 0.02% 744
2023
Q4 		$1.07M Buy
+10,330
New +$878K 0.02% 869
2019
Q2 		– Sell
-10,561
Closed -$295K – 1059
2019
Q1 		$295K Buy
10,561
+1,429
+16% +$38.9K 0.01% 710
2018
Q4 		$237K Buy
+9,132
New +$226K 0.01% 751
2017
Q3 		– Sell
-14,453
Closed -$355K – 818
2017
Q2 		$355K Sell
14,453
-2,274
-14% -$53.1K 0.02% 512
2017
Q1 		$394K Sell
16,727
-3,458
-17% -$74.5K 0.03% 447
2016
Q4 		$371K Buy
20,185
+2,487
+14% +$47.2K 0.03% 407
2016
Q3 		$355K Buy
17,698
+33
+0.2% +$684 0.03% 369
2016
Q2 		$359K Sell
17,665
-468
-3% -$8.68K 0.04% 332
2016
Q1 		$339K Buy
+18,133
New +$309K 0.04% 340

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atria Investments's PHM Position: Q1 2026 in Review

Atria Investments reduced its Pultegroup (PHM) stake by 10% in Q1 2026, selling an estimated $187K and leaving 12,595 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #846.

Atria Investments first reported a position in PHM in Q1 2016 and has held it in 18 quarters since. The position peaked at $3.34M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Atria Investments held 12,595 shares of Pultegroup worth $1.48M as of Q1 2026.
  • Atria Investments sold 1,463 Pultegroup shares in Q1 2026, an estimated $187K.
  • Pultegroup made up 0.02% of Atria Investments's portfolio in Q1 2026, its #846 holding.
  • Atria Investments first reported a position in Pultegroup in Q1 2016 and has held it in 18 quarters since.
  • Atria Investments's Pultegroup position peaked at $3.34M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.