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Beacon Pointe Advisors’s Pultegroup PHM Stock Holding History

Beacon Pointe Advisors’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 		$1.53M Buy
13,022
+1,079
+9% +$138K 0.01% 823
2025
Q4 		$1.4M Buy
11,943
+4,346
+57% +$533K 0.01% 719
2025
Q3 		$1M Sell
7,597
-254
-3% -$31.5K 0.01% 759
2025
Q2 		$828K Sell
7,851
-97
-1% -$9.77K 0.01% 726
2025
Q1 		$817K Sell
7,948
-76
-0.9% -$8.21K 0.01% 690
2024
Q4 		$874K Sell
8,024
-1,505
-16% -$195K 0.01% 669
2024
Q3 		$1.37M Sell
9,529
-580
-6% -$73.7K 0.02% 557
2024
Q2 		$1.11M Sell
10,109
-132
-1% -$15K 0.01% 609
2024
Q1 		$1.24M Sell
10,241
-388
-4% -$41.6K 0.01% 632
2023
Q4 		$1.1M Sell
10,629
-456
-4% -$38.8K 0.01% 636
2023
Q3 		$821K Buy
11,085
+725
+7% +$57.8K 0.01% 691
2023
Q2 		$805K Buy
10,360
+242
+2% +$16.4K 0.01% 583
2023
Q1 		$590K Sell
10,118
-326
-3% -$17.6K 0.01% 709
2022
Q4 		$476K Sell
10,444
-344
-3% -$14.5K 0.01% 703
2022
Q3 		$404K Buy
10,788
+66
+0.6% +$2.78K 0.01% 709
2022
Q2 		$425K Sell
10,722
-2,597
-19% -$109K 0.01% 702
2022
Q1 		$558K Buy
13,319
+3,462
+35% +$172K 0.01% 776
2021
Q4 		$563K Buy
9,857
+1,686
+21% +$86.4K 0.01% 532
2021
Q3 		$375K Sell
8,171
-1,332
-14% -$69.2K 0.01% 620
2021
Q2 		$519K Buy
+9,503
New +$531K 0.02% 471

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

Beacon Pointe Advisors's PHM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Pultegroup (PHM) stake by 9% in Q1 2026, buying an estimated $138K and bringing the position to 13,022 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #823.

Beacon Pointe Advisors first reported a position in PHM in Q2 2021 and has held it in 20 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Beacon Pointe Advisors held 13,022 shares of Pultegroup worth $1.53M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,079 Pultegroup shares in Q1 2026, an estimated $138K.
  • Pultegroup made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #823 holding.
  • Beacon Pointe Advisors first reported a position in Pultegroup in Q2 2021 and has held it in 20 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.