Cetera Investment Advisers
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Cetera Investment Advisers’s Pultegroup PHM Stock Holding History

Cetera Investment Advisers’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 		$13.9M Sell
101,207
-6,569
-6% -$798K 0.01% 952
2026
Q1 		$12.7M Buy
107,776
+2,523
+2% +$323K 0.01% 930
2025
Q4 		$12.3M Buy
105,253
+523
+0.5% +$64.1K 0.01% 907
2025
Q3 		$13.8M Buy
104,730
+12,746
+14% +$1.58M 0.02% 816
2025
Q2 		$9.7M Sell
91,984
-1,430
-2% -$144K 0.02% 842
2025
Q1 		$9.6M Sell
93,414
-4,612
-5% -$498K 0.02% 794
2024
Q4 		$10.7M Sell
98,026
-4,143
-4% -$538K 0.02% 678
2024
Q3 		$14.7M Buy
102,169
+1,787
+2% +$227K 0.03% 537
2024
Q2 		$11.1M Buy
100,382
+5,794
+6% +$658K 0.03% 631
2024
Q1 		$11.4M Buy
94,588
+53,175
+128% +$5.71M 0.03% 620
2023
Q4 		$4.27M Sell
41,413
-23,438
-36% -$1.99M 0.03% 494
2023
Q3 		$4.8M Buy
64,851
+28,646
+79% +$2.28M 0.04% 426
2023
Q2 		$2.81M Buy
36,205
+16,587
+85% +$1.12M 0.02% 620
2023
Q1 		$1.14M Sell
19,618
-6,955
-26% -$376K 0.01% 969
2022
Q4 		$1.21M Buy
26,573
+17,851
+205% +$752K 0.01% 914
2022
Q3 		$327K Sell
8,722
-767
-8% -$32.3K 0.01% 1218
2022
Q2 		$376K Sell
9,489
-1,128
-11% -$47.5K 0.01% 1276
2022
Q1 		$445K Sell
10,617
-2,221
-17% -$110K 0.01% 1240
2021
Q4 		$734K Buy
12,838
+2,651
+26% +$136K 0.01% 959
2021
Q3 		$468K Sell
10,187
-320
-3% -$16.6K 0.01% 1184
2021
Q2 		$573K Buy
10,507
+77
+0.7% +$4.3K 0.01% 1047
2021
Q1 		$547K Sell
10,430
-1,180
-10% -$55.1K 0.01% 928
2020
Q4 		$501K Buy
11,610
+7,068
+156% +$313K 0.01% 960
2020
Q3 		$210K Buy
+4,542
New +$194K 0.02% 588

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's PHM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Pultegroup (PHM) stake by 6.1% in Q2 2026, selling an estimated $798K and leaving 101,207 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #952.

Cetera Investment Advisers first reported a position in PHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.7M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cetera Investment Advisers held 101,207 shares of Pultegroup worth $13.9M as of Q2 2026.
  • Cetera Investment Advisers sold 6,569 Pultegroup shares in Q2 2026, an estimated $798K.
  • Pultegroup made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #952 holding.
  • Cetera Investment Advisers first reported a position in Pultegroup in Q3 2020 and has held it in 24 quarters since.
  • Cetera Investment Advisers's Pultegroup position peaked at $14.7M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.