Coppell Advisory Solutions’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+47
New +$5.71K 0.02% 420
2025
Q1
Sell
-1,271
Closed -$138K 1438
2024
Q4
$138K Buy
1,271
+116
+10% +$15.1K 0.02% 352
2024
Q3
$165K Buy
1,155
+95
+9% +$12.1K 0.02% 319
2024
Q2
$117K Buy
+1,060
New +$120K 0.02% 349
2023
Q4
$91.9K Buy
890
+311
+54% +$26.4K 0.02% 376
2023
Q3
$26.4K Buy
579
+206
+55% +$16.4K 0.01% 447
2023
Q2
$28.8K Buy
+373
New +$25.3K 0.01% 490
2023
Q1
Sell
-579
Closed -$26.4K 819
2022
Q4
$26.4K Buy
+579
New +$24.4K 0.01% 452

Other funds holding PHM

Coppell Advisory Solutions's PHM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Pultegroup (PHM) in Q2 2026: 47 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PHM as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in PHM in Q4 2022 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Coppell Advisory Solutions held 47 shares of Pultegroup worth $222K as of Q2 2026.
  • Pultegroup was a new Coppell Advisory Solutions position in Q2 2026.
  • Pultegroup made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #420 holding.
  • Coppell Advisory Solutions first reported a position in Pultegroup in Q4 2022 and has held it in 8 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.