Avantax Advisory Services’s Pultegroup PHM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$870K	Buy	8,250 +583	+8%	+$58.7K	﹤0.01%	1249
2025 Q1	$788K	Sell	7,667 -4,226	-36%	-$456K	﹤0.01%	1212
2024 Q4	$1.3M	Sell	11,893 -241	-2%	-$31.3K	0.01%	926
2024 Q3	$1.74M	Sell	12,134 -5,060	-29%	-$643K	0.01%	766
2024 Q2	$1.89M	Buy	17,194 +14,229	+480%	+$1.62M	0.01%	685
2024 Q1	$358K	Buy	+2,965	New	+$318K	﹤0.01%	1206
2022 Q1	–	Sell	-5,300	Closed	-$303K	–	1346
2021 Q4	$303K	Buy	+5,300	New	+$272K	﹤0.01%	971
2021 Q3	–	Sell	-7,719	Closed	-$418K	–	1214
2021 Q2	$418K	Buy	7,719 +129	+2%	+$7.21K	0.01%	767
2021 Q1	$398K	Sell	7,590 -75	-1%	-$3.5K	0.01%	690
2020 Q4	$330K	Buy	7,665 +491	+7%	+$21.8K	0.01%	689
2020 Q3	$333K	Sell	7,174 -5,822	-45%	-$249K	0.01%	974
2020 Q2	$444K	Buy	12,996 +115	+0.9%	+$3.45K	0.01%	513
2020 Q1	$288K	Buy	12,881 +2,798	+28%	+$108K	0.01%	590
2019 Q4	$389K	Buy	10,083 +3,180	+46%	+$124K	0.01%	552
2019 Q3	$254K	Buy	+6,903	New	+$230K	0.01%	477

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's PHM Position: Q2 2025 in Review

Avantax Advisory Services increased its Pultegroup (PHM) stake by 7.6% in Q2 2025, buying an estimated $58.7K and bringing the position to 8,250 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Avantax Advisory Services first reported a position in PHM in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.89M in Q2 2024. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Avantax Advisory Services held 8,250 shares of Pultegroup worth $870K as of Q2 2025.
Avantax Advisory Services bought 583 Pultegroup shares in Q2 2025, an estimated $58.7K.
Pultegroup made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1249 holding.
Avantax Advisory Services first reported a position in Pultegroup in Q3 2019 and has held it in 15 quarters since.
Avantax Advisory Services's Pultegroup position peaked at $1.89M in Q2 2024.
945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.