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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Investment Advisors's PHM Position: Q1 2026 in Review

Capital Investment Advisors increased its Pultegroup (PHM) stake by 3% in Q1 2026, buying an estimated $13.6K and bringing the position to 3,684 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #520.

Capital Investment Advisors first reported a position in PHM in Q1 2021 and has held it in 13 quarters since. The position peaked at $437K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Capital Investment Advisors held 3,684 shares of Pultegroup worth $433K as of Q1 2026.
Capital Investment Advisors bought 106 Pultegroup shares in Q1 2026, an estimated $13.6K.
Pultegroup made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #520 holding.
Capital Investment Advisors first reported a position in Pultegroup in Q1 2021 and has held it in 13 quarters since.
Capital Investment Advisors's Pultegroup position peaked at $437K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.