Avestar Capital
PHM icon

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
Q3 		$250K Buy
2,145
+656
+44% +$82.5K 0.02% 476
2026
Q2 		$205K Buy
+1,489
New +$181K 0.01% 520
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% 342
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 		$1.42M 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% +$1.98K 0.01% 363
2017
Q4 		$18K Buy
+570
New +$17.7K 0.01% 364

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Avestar Capital's PHM Position: Q3 2026 in Review

Avestar Capital increased its Pultegroup (PHM) stake by 44% in Q3 2026, buying an estimated $82.5K and bringing the position to 2,145 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #476.

Avestar Capital first reported a position in PHM in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.62M in Q2 2021. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Avestar Capital held 2,145 shares of Pultegroup worth $250K as of Q3 2026.
  • Avestar Capital bought 656 Pultegroup shares in Q3 2026, an estimated $82.5K.
  • Pultegroup made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #476 holding.
  • Avestar Capital first reported a position in Pultegroup in Q4 2017 and has held it in 18 quarters since.
  • Avestar Capital's Pultegroup position peaked at $1.62M in Q2 2021.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.