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Clearstead Advisors’s Pultegroup PHM Stock Holding History

Clearstead 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 		$436K Sell
3,177
-13,060
-80% -$1.59M ﹤0.01% 794
2026
Q1 		$1.91M Buy
16,237
+13,878
+588% +$1.78M 0.02% 376
2025
Q4 		$277K Buy
2,359
+388
+20% +$47.6K ﹤0.01% 840
2025
Q3 		$260K Buy
1,971
+10
+0.5% +$1.24K ﹤0.01% 822
2025
Q2 		$207K Buy
+1,961
New +$198K ﹤0.01% 888
2025
Q1 		– Sell
-822
Closed -$89.5K – 2286
2024
Q4 		$89.5K Sell
822
-111
-12% -$14.4K ﹤0.01% 1047
2024
Q3 		$134K Sell
933
-410
-31% -$52.1K ﹤0.01% 959
2024
Q2 		$148K Buy
+1,343
New +$152K ﹤0.01% 911
2022
Q3 		– Sell
-124
Closed -$5K – 1334
2022
Q2 		$5K Sell
124
-165
-57% -$6.95K ﹤0.01% 1006
2022
Q1 		$12K Buy
289
+230
+390% +$11.4K ﹤0.01% 965
2021
Q4 		$3K Hold
59
– – ﹤0.01% 1071
2021
Q3 		$3K Sell
59
-128
-68% -$6.65K ﹤0.01% 1092
2021
Q2 		$10K Sell
187
-92
-33% -$5.14K ﹤0.01% 801
2021
Q1 		$15K Buy
279
+49
+21% +$2.29K ﹤0.01% 723
2020
Q4 		$10K Hold
230
– – ﹤0.01% 722
2020
Q3 		$11K Hold
230
– – ﹤0.01% 656
2020
Q2 		$8K Hold
230
– – ﹤0.01% 623
2020
Q1 		$5K Buy
+230
New +$8.88K ﹤0.01% 649

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

Clearstead Advisors's PHM Position: Q2 2026 in Review

Clearstead Advisors reduced its Pultegroup (PHM) stake by 80% in Q2 2026, selling an estimated $1.59M and leaving 3,177 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Clearstead Advisors first reported a position in PHM in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.91M in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Clearstead Advisors held 3,177 shares of Pultegroup worth $436K as of Q2 2026.
  • Clearstead Advisors sold 13,060 Pultegroup shares in Q2 2026, an estimated $1.59M.
  • Pultegroup made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #794 holding.
  • Clearstead Advisors first reported a position in Pultegroup in Q1 2020 and has held it in 18 quarters since.
  • Clearstead Advisors's Pultegroup position peaked at $1.91M in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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