Capital Analysts LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $306K | Sell |
2,232
-58
| -3% | -$7.04K | 0.01% | 604 |
|
|
2026
Q1 | $270K | Buy |
2,290
+10
| +0.4% | +$1.28K | 0.01% | 583 |
|
|
2025
Q4 | $267K | Sell |
2,280
-54
| -2% | -$6.62K | 0.01% | 563 |
|
|
2025
Q3 | $308K | Sell |
2,334
-16
| -0.7% | -$1.99K | 0.01% | 507 |
|
|
2025
Q2 | $248K | Hold |
2,350
| – | – | 0.01% | 508 |
|
|
2025
Q1 | $242K | Sell |
2,350
-1,015
| -30% | -$110K | 0.01% | 499 |
|
|
2024
Q4 | $366K | Buy |
3,365
+55
| +2% | +$7.14K | 0.01% | 378 |
|
|
2024
Q3 | $475K | Buy |
3,310
+778
| +31% | +$98.9K | 0.02% | 334 |
|
|
2024
Q2 | $279K | Buy |
2,532
+840
| +50% | +$95.4K | 0.01% | 407 |
|
|
2024
Q1 | $204K | Buy |
1,692
+263
| +18% | +$28.2K | 0.01% | 439 |
|
|
2023
Q4 | $148K | Buy |
1,429
+73
| +5% | +$6.2K | 0.01% | 468 |
|
|
2023
Q3 | $100K | Buy |
1,356
+207
| +18% | +$16.5K | 0.01% | 487 |
|
|
2023
Q2 | $89K | Sell |
1,149
-90
| -7% | -$6.1K | ﹤0.01% | 484 |
|
|
2023
Q1 | $72K | Sell |
1,239
-1,442
| -54% | -$77.9K | ﹤0.01% | 522 |
|
|
2022
Q4 | $122K | Sell |
2,681
-676
| -20% | -$28.5K | 0.01% | 464 |
|
|
2022
Q3 | $126K | Buy |
3,357
+677
| +25% | +$28.5K | 0.01% | 412 |
|
|
2022
Q2 | $106K | Buy |
2,680
+118
| +5% | +$4.97K | 0.01% | 422 |
|
|
2022
Q1 | $107K | Buy |
2,562
+597
| +30% | +$29.6K | 0.01% | 421 |
|
|
2021
Q4 | $112K | Hold |
1,965
| – | – | 0.01% | 427 |
|
|
2021
Q3 | $90K | Hold |
1,965
| – | – | 0.01% | 476 |
|
|
2021
Q2 | $107K | Sell |
1,965
-24
| -1% | -$1.34K | 0.01% | 437 |
|
|
2021
Q1 | $104K | Buy |
1,989
+24
| +1% | +$1.12K | 0.01% | 448 |
|
|
2020
Q4 | $85K | Sell |
1,965
-106
| -5% | -$4.7K | 0.01% | 337 |
|
|
2020
Q3 | $96K | Hold |
2,071
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $70K | Hold |
2,071
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $46K | Hold |
2,071
| – | – | 0.01% | 351 |
|
|
2019
Q4 | $80K | Hold |
2,071
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $75K | Hold |
2,071
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $65K | Sell |
2,071
-308
| -13% | -$9.61K | 0.01% | 333 |
|
|
2019
Q1 | $66K | Sell |
2,379
-4,450
| -65% | -$121K | 0.01% | 315 |
|
|
2018
Q4 | $177K | Buy |
6,829
+150
| +2% | +$3.71K | 0.02% | 207 |
|
|
2018
Q3 | $165K | Buy |
6,679
+196
| +3% | +$5.56K | 0.02% | 206 |
|
|
2018
Q2 | $186K | Buy |
6,483
+250
| +4% | +$7.52K | 0.02% | 197 |
|
|
2018
Q1 | $184K | Buy |
6,233
+1,380
| +28% | +$42.8K | 0.02% | 193 |
|
|
2017
Q4 | $161K | Buy |
4,853
+1,991
| +70% | +$61.8K | 0.02% | 197 |
|
|
2017
Q3 | $78K | Buy |
2,862
+1,376
| +93% | +$34.8K | 0.01% | 267 |
|
|
2017
Q2 | $36.5K | Buy |
1,486
+373
| +34% | +$8.71K | 0.01% | 325 |
|
|
2017
Q1 | $26.2K | Buy |
+1,113
| New | +$24K | ﹤0.01% | 301 |
|
Other funds holding PHM
GA
Capital Analysts LLC's PHM Position: Q2 2026 in Review
Capital Analysts LLC reduced its Pultegroup (PHM) stake by 2.5% in Q2 2026, selling an estimated $7.04K and leaving 2,232 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #604.
Capital Analysts LLC first reported a position in PHM in Q1 2017 and has held it in 38 quarters since. The position peaked at $475K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Capital Analysts LLC held 2,232 shares of Pultegroup worth $306K as of Q2 2026.
- Capital Analysts LLC sold 58 Pultegroup shares in Q2 2026, an estimated $7.04K.
- Pultegroup made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #604 holding.
- Capital Analysts LLC first reported a position in Pultegroup in Q1 2017 and has held it in 38 quarters since.
- Capital Analysts LLC's Pultegroup position peaked at $475K in Q3 2024.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.