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Capital Investment Advisors’s Pultegroup PHM Stock Holding History

Capital 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 		$517K Buy
3,770
+86
+2% +$10.4K 0.01% 510
2026
Q1 		$433K Buy
3,684
+106
+3% +$13.6K 0.01% 520
2025
Q4 		$419K Buy
3,578
+308
+9% +$37.8K 0.01% 513
2025
Q3 		$432K Buy
3,270
+45
+1% +$5.59K 0.01% 499
2025
Q2 		$340K Sell
3,225
-179
-5% -$18K 0.01% 531
2025
Q1 		$350K Buy
3,404
+23
+0.7% +$2.48K 0.01% 509
2024
Q4 		$368K Buy
3,381
+335
+11% +$43.5K 0.01% 474
2024
Q3 		$437K Buy
3,046
+6
+0.2% +$763 0.01% 430
2024
Q2 		$335K Buy
3,040
+2
+0.1% +$227 0.01% 473
2024
Q1 		$366K Sell
3,038
-63
-2% -$6.76K 0.01% 449
2023
Q4 		$320K Buy
3,101
+297
+11% +$25.2K 0.01% 454
2023
Q3 		$208K Buy
2,804
+2
+0.1% +$159 0.01% 543
2023
Q2 		$218K Buy
+2,802
New +$190K 0.01% 495
2021
Q2 		– Sell
-3,253
Closed -$171K – 576
2021
Q1 		$171K Buy
+3,253
New +$152K 0.01% 524

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 $3.38T AUM 44.17% 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

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

Capital Investment Advisors increased its Pultegroup (PHM) stake by 2.3% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,770 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #510.

Capital Investment Advisors first reported a position in PHM in Q1 2021 and has held it in 14 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Capital Investment Advisors held 3,770 shares of Pultegroup worth $517K as of Q2 2026.
  • Capital Investment Advisors bought 86 Pultegroup shares in Q2 2026, an estimated $10.4K.
  • Pultegroup made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #510 holding.
  • Capital Investment Advisors first reported a position in Pultegroup in Q1 2021 and has held it in 14 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.