Cetera Investment Advisers
PHM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's PHM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Pultegroup (PHM) stake by 2.4% in Q1 2026, buying an estimated $323K and bringing the position to 107,776 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #930.

Cetera Investment Advisers first reported a position in PHM in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.7M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Cetera Investment Advisers held 107,776 shares of Pultegroup worth $12.7M as of Q1 2026.
  • Cetera Investment Advisers bought 2,523 Pultegroup shares in Q1 2026, an estimated $323K.
  • Pultegroup made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #930 holding.
  • Cetera Investment Advisers first reported a position in Pultegroup in Q3 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Pultegroup position peaked at $14.7M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.