CAPTRUST Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136M | Buy |
1,156,990
+79,326
| +7% | +$10.2M | 0.24% | 83 |
|
|
2025
Q4 | $126M | Buy |
1,077,664
+16,287
| +2% | +$2M | 0.24% | 81 |
|
|
2025
Q3 | $140M | Buy |
1,061,377
+67,770
| +7% | +$8.42M | 0.29% | 68 |
|
|
2025
Q2 | $105M | Buy |
993,607
+14,082
| +1% | +$1.42M | 0.23% | 82 |
|
|
2025
Q1 | $101M | Sell |
979,525
-17,445
| -2% | -$1.88M | 0.25% | 81 |
|
|
2024
Q4 | $109M | Buy |
996,970
+39,274
| +4% | +$5.1M | 0.31% | 66 |
|
|
2024
Q3 | $137M | Buy |
957,696
+20,328
| +2% | +$2.58M | 0.41% | 50 |
|
|
2024
Q2 | $103M | Sell |
937,368
-148,571
| -14% | -$16.9M | 0.33% | 63 |
|
|
2024
Q1 | $110M | Buy |
1,085,939
+168,746
| +18% | +$18.1M | 0.41% | 50 |
|
|
2023
Q4 | $94.7M | Buy |
917,193
+6,412
| +0.7% | +$545K | 0.33% | 69 |
|
|
2023
Q3 | $67.4M | Buy |
910,781
+13,262
| +1% | +$1.06M | 0.26% | 85 |
|
|
2023
Q2 | $69.7M | Sell |
897,519
-254,126
| -22% | -$17.2M | 0.27% | 78 |
|
|
2023
Q1 | $67.1M | Sell |
1,151,645
-200,551
| -15% | -$10.8M | 0.29% | 79 |
|
|
2022
Q4 | $61.6M | Buy |
1,352,196
+89,411
| +7% | +$3.77M | 0.31% | 68 |
|
|
2022
Q3 | $47.4M | Buy |
1,262,785
+77,775
| +7% | +$3.27M | 0.28% | 82 |
|
|
2022
Q2 | $47.1M | Buy |
1,185,010
+145,826
| +14% | +$6.14M | 0.3% | 72 |
|
|
2022
Q1 | $43.7M | Buy |
1,039,184
+57,807
| +6% | +$2.87M | 0.28% | 88 |
|
|
2021
Q4 | $56.2M | Buy |
981,377
+10,379
| +1% | +$532K | 0.39% | 58 |
|
|
2021
Q3 | $44.7M | Buy |
970,998
+53,850
| +6% | +$2.8M | 0.37% | 63 |
|
|
2021
Q2 | $50.2M | Sell |
917,148
-17,281
| -2% | -$966K | 0.47% | 49 |
|
|
2021
Q1 | $49.1M | Buy |
934,429
+33,933
| +4% | +$1.58M | 0.53% | 41 |
|
|
2020
Q4 | $39M | Buy |
900,496
+102,466
| +13% | +$4.54M | 0.52% | 37 |
|
|
2020
Q3 | $38M | Sell |
798,030
-94,075
| -11% | -$4.02M | 0.63% | 27 |
|
|
2020
Q2 | $29.5M | Buy |
892,105
+267,241
| +43% | +$8.02M | 0.49% | 47 |
|
|
2020
Q1 | $13.1M | Buy |
624,864
+53,206
| +9% | +$2.05M | 0.29% | 97 |
|
|
2019
Q4 | $22.2M | Buy |
571,658
+569,123
| +22,451% | +$22.1M | 0.35% | 75 |
|
|
2019
Q3 | $93K | Sell |
2,535
-560
| -18% | -$18.6K | ﹤0.01% | 806 |
|
|
2019
Q2 | $98K | Sell |
3,095
-1,748
| -36% | -$54.5K | ﹤0.01% | 771 |
|
|
2019
Q1 | $136K | Buy |
4,843
+72
| +2% | +$1.96K | 0.01% | 601 |
|
|
2018
Q4 | $125K | Buy |
4,771
+2,533
| +113% | +$62.6K | 0.01% | 529 |
|
|
2018
Q3 | $56K | Buy |
2,238
+500
| +29% | +$14.2K | ﹤0.01% | 743 |
|
|
2018
Q2 | $50K | Buy |
1,738
+1,040
| +149% | +$31.3K | ﹤0.01% | 679 |
|
|
2018
Q1 | $20K | Sell |
698
-1,054
| -60% | -$32.7K | ﹤0.01% | 838 |
|
|
2017
Q4 | $58K | Buy |
+1,752
| New | +$54.4K | ﹤0.01% | 567 |
|
Other funds holding PHM
VCM
VPM
GA
CAPTRUST Financial Advisors's PHM Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Pultegroup (PHM) stake by 7.4% in Q1 2026, buying an estimated $10.2M and bringing the position to 1,156,990 shares worth $136M. The position accounts for 0.24% of the portfolio, ranked #83.
CAPTRUST Financial Advisors first reported a position in PHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $140M in Q3 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- CAPTRUST Financial Advisors held 1,156,990 shares of Pultegroup worth $136M as of Q1 2026.
- CAPTRUST Financial Advisors bought 79,326 Pultegroup shares in Q1 2026, an estimated $10.2M.
- Pultegroup made up 0.24% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #83 holding.
- CAPTRUST Financial Advisors first reported a position in Pultegroup in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's Pultegroup position peaked at $140M in Q3 2025.
- 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.