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 Q2	$12.2M	Sell	88,824 -50,447	-36%	-$6.13M	0.32%	65
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 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

Dana Investment Advisors's PHM Position: Q2 2026 in Review

Dana Investment Advisors reduced its Pultegroup (PHM) stake by 36% in Q2 2026, selling an estimated $6.13M and leaving 88,824 shares worth $12.2M. The position accounts for 0.32% of the portfolio, ranked #65.

Dana Investment Advisors first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.4M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Dana Investment Advisors held 88,824 shares of Pultegroup worth $12.2M as of Q2 2026.
Dana Investment Advisors sold 50,447 Pultegroup shares in Q2 2026, an estimated $6.13M.
Pultegroup made up 0.32% of Dana Investment Advisors's portfolio in Q2 2026, its #65 holding.
Dana Investment Advisors first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
Dana Investment Advisors's Pultegroup position peaked at $27.4M in Q1 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.