CVA Family Office’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
$114K Buy
834
+35
+4% +$4.25K 0.01% 449
2026
Q1
$94K Buy
799
+164
+26% +$21K 0.01% 469
2025
Q4
$74.5K Hold
635
0.01% 488
2025
Q3
$83.9K Sell
635
-1
-0.2% -$124 0.01% 451
2025
Q2
$67.1K Sell
636
-1
-0.2% -$101 0.01% 488
2025
Q1
$65.5K Buy
637
+67
+12% +$7.24K 0.01% 474
2024
Q4
$62.1K Sell
570
-14
-2% -$1.82K 0.01% 480
2024
Q3
$83.8K Buy
584
+9
+2% +$1.14K 0.01% 411
2024
Q2
$63.3K Buy
575
+5
+0.9% +$568 0.01% 445
2024
Q1
$68.8K Hold
570
0.01% 426
2023
Q4
$58.8K Buy
+570
New +$48.4K 0.01% 440
2023
Q3
Sell
-570
Closed -$44.3K 748
2023
Q2
$44.3K Buy
570
+5
+0.9% +$339 0.01% 476
2023
Q1
$32.9K Hold
565
0.01% 514
2022
Q4
$25.7K Buy
565
+390
+223% +$16.4K 0.01% 520
2022
Q3
$7K Sell
175
-605
-78% -$25.4K ﹤0.01% 679
2022
Q2
$31K Sell
780
-125
-14% -$5.26K 0.01% 459
2022
Q1
$38K Sell
905
-290
-24% -$14.4K 0.01% 450
2021
Q4
$68K Buy
+1,195
New +$61.3K 0.02% 308
2021
Q3
Sell
-710
Closed -$39K 742
2021
Q2
$39K Buy
710
+365
+106% +$20.4K 0.01% 396
2021
Q1
$18K Buy
+345
New +$16.1K 0.01% 433

Other funds holding PHM

CVA Family Office's PHM Position: Q2 2026 in Review

CVA Family Office increased its Pultegroup (PHM) stake by 4.4% in Q2 2026, buying an estimated $4.25K and bringing the position to 834 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #449.

CVA Family Office first reported a position in PHM in Q1 2021 and has held it in 20 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • CVA Family Office held 834 shares of Pultegroup worth $114K as of Q2 2026.
  • CVA Family Office bought 35 Pultegroup shares in Q2 2026, an estimated $4.25K.
  • Pultegroup made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #449 holding.
  • CVA Family Office first reported a position in Pultegroup in Q1 2021 and has held it in 20 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.