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Cape Investment Advisory’s Pultegroup PHM Stock Holding History

Cape Investment Advisory’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 		– Sell
-3
Closed -$356 – 913
2025
Q4 		$356 Buy
+3
New +$368 ﹤0.01% 1263
2025
Q3 		– Sell
-36
Closed -$3.8K – 1089
2025
Q2 		$3.8K Hold
36
– – ﹤0.01% 817
2025
Q1 		$3.7K Sell
36
-1
-3% -$108 ﹤0.01% 815
2024
Q4 		$4.03K Buy
37
+5
+16% +$649 ﹤0.01% 791
2024
Q3 		$4.59K Hold
32
– – ﹤0.01% 722
2024
Q2 		$3.52K Hold
32
– – ﹤0.01% 727
2024
Q1 		$3.86K Buy
32
+3
+10% +$322 ﹤0.01% 688
2023
Q4 		$2.99K Hold
29
– – ﹤0.01% 865
2023
Q3 		$2.15K Hold
29
– – ﹤0.01% 782
2023
Q2 		$2.25K Hold
29
– – ﹤0.01% 760
2023
Q1 		$1.69K Buy
+29
New +$1.57K ﹤0.01% 830

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cape Investment Advisory's PHM Position: Q1 2026 in Review

Cape Investment Advisory sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3 shares — an estimated $356 sold.

Cape Investment Advisory first reported a position in PHM in Q1 2023 and held it in 11 quarters. The position peaked at $4.59K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Cape Investment Advisory reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Pultegroup shares in Q1 2026, an estimated $356.
  • Cape Investment Advisory first reported a position in Pultegroup in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's Pultegroup position peaked at $4.59K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.