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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
Q2 		$1.83M Buy
13,322
+727
+6% +$88.3K 0.02% 803
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 $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 $3.38T AUM 44.17% 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

Atria Investments's PHM Position: Q2 2026 in Review

Atria Investments increased its Pultegroup (PHM) stake by 5.8% in Q2 2026, buying an estimated $88.3K and bringing the position to 13,322 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #803.

Atria Investments first reported a position in PHM in Q1 2016 and has held it in 19 quarters since. The position peaked at $3.34M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Atria Investments held 13,322 shares of Pultegroup worth $1.83M as of Q2 2026.
  • Atria Investments bought 727 Pultegroup shares in Q2 2026, an estimated $88.3K.
  • Pultegroup made up 0.02% of Atria Investments's portfolio in Q2 2026, its #803 holding.
  • Atria Investments first reported a position in Pultegroup in Q1 2016 and has held it in 19 quarters since.
  • Atria Investments's Pultegroup position peaked at $3.34M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.