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Avestar Capital’s Pultegroup PHM Stock Holding History

Avestar Capital’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 		$205K Buy
+1,489
New +$181K 0.01% 519
2025
Q3 		– Sell
-1,964
Closed -$208K – 513
2025
Q2 		$208K Sell
1,964
-1,124
-36% -$113K 0.01% 458
2025
Q1 		$318K Buy
3,088
+759
+33% +$82K 0.03% 366
2024
Q4 		$254K Buy
2,329
+178
+8% +$23.1K 0.02% 422
2024
Q3 		$309K Buy
+2,151
New +$273K 0.03% 341
2022
Q2 		– Sell
-21,039
Closed -$885K – 377
2022
Q1 		$885K Sell
21,039
-2,242
-10% -$111K 0.14% 140
2021
Q4 		$1.33M Sell
23,281
-7,748
-25% -$397K 0.16% 132
2021
Q3 		$1.43M Buy
31,029
+1,466
+5% +$76.2K 0.18% 135
2021
Q2 		$1.62M Buy
29,563
+17,829
+152% +$997K 0.22% 116
2021
Q1 		$689K Buy
+11,734
New +$548K 0.15% 142
2019
Q3 		– Sell
-74
Closed -$1K – 650
2019
Q2 		$1K Hold
74
– – ﹤0.01% 790
2019
Q1 		$0 Hold
74
– – ﹤0.01% 953
2018
Q4 		$0 Sell
74
-708
-91% -$17.5K ﹤0.01% 959
2018
Q3 		$18K Hold
782
– – 0.01% 380
2018
Q2 		$22K Buy
782
+148
+23% +$4.45K 0.01% 342
2018
Q1 		$17K Buy
634
+64
+11% +$1.99K 0.01% 363
2017
Q4 		$18K Buy
+570
New +$17.7K 0.01% 364

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

Avestar Capital's PHM Position: Q2 2026 in Review

Avestar Capital opened a new position in Pultegroup (PHM) in Q2 2026: 1,489 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Avestar Capital previously reported a position in PHM as recently as Q2 2025.

Avestar Capital first reported a position in PHM in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.62M in Q2 2021. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Avestar Capital held 1,489 shares of Pultegroup worth $205K as of Q2 2026.
  • Pultegroup was a new Avestar Capital position in Q2 2026.
  • Pultegroup made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #519 holding.
  • Avestar Capital first reported a position in Pultegroup in Q4 2017 and has held it in 17 quarters since.
  • Avestar Capital's Pultegroup position peaked at $1.62M in Q2 2021.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.