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Bell Investment Advisors’s Pultegroup PHM Stock Holding History

Bell Investment 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
Q2 		$25K Sell
182
-4
-2% -$486 ﹤0.01% 416
2026
Q1 		$21.9K Hold
186
– – ﹤0.01% 431
2025
Q4 		$21.8K Sell
186
-4
-2% -$491 ﹤0.01% 424
2025
Q3 		$25.1K Sell
190
-7
-4% -$869 ﹤0.01% 361
2025
Q2 		$20.8K Hold
197
– – ﹤0.01% 418
2025
Q1 		$20.3K Sell
197
-8
-4% -$864 ﹤0.01% 383
2024
Q4 		$22.3K Sell
205
-29
-12% -$3.77K ﹤0.01% 359
2024
Q3 		$33.6K Hold
234
– – 0.01% 291
2024
Q2 		$25.8K Hold
234
– – 0.01% 334
2024
Q1 		$28.2K Buy
234
+13
+6% +$1.4K 0.01% 311
2023
Q4 		$22.8K Buy
221
+14
+7% +$1.19K ﹤0.01% 329
2023
Q3 		$15.3K Buy
207
+58
+39% +$4.62K ﹤0.01% 375
2023
Q2 		$11.6K Hold
149
– – ﹤0.01% 461
2023
Q1 		$8.68K Buy
149
+9
+6% +$486 ﹤0.01% 537
2022
Q4 		$6.37K Buy
140
+87
+164% +$3.67K ﹤0.01% 685
2022
Q3 		$2K Sell
53
-11
-17% -$463 ﹤0.01% 1185
2022
Q2 		$3K Buy
+64
New +$2.69K ﹤0.01% 998
2021
Q4 		$2K Buy
29
+19
+190% +$974 ﹤0.01% 1201
2021
Q3 		$0 Buy
+10
New +$520 ﹤0.01% 1804

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

Bell Investment Advisors's PHM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Pultegroup (PHM) stake by 2.2% in Q2 2026, selling an estimated $486 and leaving 182 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Bell Investment Advisors first reported a position in PHM in Q3 2021 and has held it in 19 quarters since. The position peaked at $33.6K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Bell Investment Advisors held 182 shares of Pultegroup worth $25K as of Q2 2026.
  • Bell Investment Advisors sold 4 Pultegroup shares in Q2 2026, an estimated $486.
  • Pultegroup made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #416 holding.
  • Bell Investment Advisors first reported a position in Pultegroup in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Pultegroup position peaked at $33.6K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.