Capital Advisors Ltd’s Pultegroup PHM Stock Holding History

Capital Advisors Ltd’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	$64K	Hold	468	–	–	0.01%	477
2026 Q1	$55K	Hold	468	–	–	0.01%	475
2025 Q4	$55K	Hold	468	–	–	0.01%	470
2025 Q3	$62K	Hold	468	–	–	0.01%	439
2025 Q2	$49K	Sell	468 -2	-0.4%	-$202	0.01%	472
2025 Q1	$48K	Sell	470 -31	-6%	-$3.35K	0.01%	461
2024 Q4	$55K	Buy	501 +19	+4%	+$2.47K	0.01%	431
2024 Q3	$69K	Buy	482 +8	+2%	+$1.02K	0.01%	402
2024 Q2	$52K	Buy	474 +418	+746%	+$47.5K	0.01%	437
2024 Q1	$7K	Buy	56 +4	+8%	+$429	﹤0.01%	802
2023 Q4	$5K	Hold	52	–	–	﹤0.01%	853
2023 Q3	$4K	Hold	52	–	–	﹤0.01%	892
2023 Q2	$4K	Hold	52	–	–	﹤0.01%	897
2023 Q1	$3K	Hold	52	–	–	﹤0.01%	828
2022 Q4	$2K	Buy	52 +25	+93%	+$1.05K	﹤0.01%	889
2022 Q3	$1K	Buy	27 +14	+108%	+$589	﹤0.01%	1089
2022 Q2	$1K	Buy	+13	New	+$548	﹤0.01%	859
2022 Q1	–	Sell	-11	Closed	-$1K	–	1141
2021 Q4	$1K	Buy	+11	New	+$564	﹤0.01%	729

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisors Ltd's PHM Position: Q2 2026 in Review

Capital Advisors Ltd held its Pultegroup (PHM) position steady in Q2 2026 at 468 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #477.

Capital Advisors Ltd first reported a position in PHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $69K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Capital Advisors Ltd held 468 shares of Pultegroup worth $64K as of Q2 2026.
Capital Advisors Ltd left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #477 holding.
Capital Advisors Ltd first reported a position in Pultegroup in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's Pultegroup position peaked at $69K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.