DIA
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Dana Investment Advisors’s Pultegroup PHM Stock Holding History

Dana Investment 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
Q1 		$16.4M Sell
139,271
-21,082
-13% -$2.7M 0.49% 39
2025
Q4 		$18.8M Sell
160,353
-17,566
-10% -$2.15M 0.55% 35
2025
Q3 		$23.5M Sell
177,919
-1,737
-1% -$216K 0.69% 28
2025
Q2 		$18.9M Sell
179,656
-9,041
-5% -$911K 0.63% 33
2025
Q1 		$19.4M Sell
188,697
-615
-0.3% -$66.4K 0.69% 28
2024
Q4 		$20.6M Buy
189,312
+3,201
+2% +$416K 0.68% 30
2024
Q3 		$26.7M Sell
186,111
-22,751
-11% -$2.89M 0.88% 17
2024
Q2 		$23M Sell
208,862
-18,521
-8% -$2.1M 0.78% 23
2024
Q1 		$27.4M Sell
227,383
-22,919
-9% -$2.46M 0.91% 15
2023
Q4 		$25.8M Sell
250,302
-34,886
-12% -$2.96M 1.25% 13
2023
Q3 		$21.1M Buy
+285,188
New +$22.7M 1.08% 21

Other funds holding PHM

BlackRock
BlackRock New York $5.7T 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