Crewe Advisors’s Pultegroup PHM Stock Holding History

Crewe 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	$8.93K	Buy	65 +30	+86%	+$3.64K	﹤0.01%	780
2026 Q1	$4.12K	Buy	35 +22	+169%	+$2.82K	﹤0.01%	811
2025 Q4	$1.52K	Buy	+13	New	+$1.59K	﹤0.01%	925
2025 Q3	–	Sell	-4	Closed	-$422	–	1037
2025 Q2	$422	Hold	4	–	–	﹤0.01%	660
2025 Q1	$412	Hold	4	–	–	﹤0.01%	643
2024 Q4	$436	Buy	+4	New	+$519	﹤0.01%	571
2022 Q4	–	Sell	-474	Closed	-$18K	–	1197
2022 Q3	$18K	Buy	+474	New	+$19.9K	﹤0.01%	494
2021 Q3	–	Sell	-20	Closed	-$1K	–	448
2021 Q2	$1K	Sell	20 -64	-76%	-$3.58K	﹤0.01%	446
2021 Q1	$4K	Sell	84 -7	-8%	-$327	﹤0.01%	386
2020 Q4	$4K	Sell	91 -49	-35%	-$2.17K	﹤0.01%	372
2020 Q3	$6K	Buy	+140	New	+$5.99K	﹤0.01%	337

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crewe Advisors's PHM Position: Q2 2026 in Review

Crewe Advisors increased its Pultegroup (PHM) stake by 86% in Q2 2026, buying an estimated $3.64K and bringing the position to 65 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Crewe Advisors first reported a position in PHM in Q3 2020 and has held it in 11 quarters since. The position peaked at $18K in Q3 2022. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Crewe Advisors held 65 shares of Pultegroup worth $8.93K as of Q2 2026.
Crewe Advisors bought 30 Pultegroup shares in Q2 2026, an estimated $3.64K.
Pultegroup made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #780 holding.
Crewe Advisors first reported a position in Pultegroup in Q3 2020 and has held it in 11 quarters since.
Crewe Advisors's Pultegroup position peaked at $18K in Q3 2022.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.