D'Orazio & Associates’s Pultegroup PHM Stock Holding History

D'Orazio & Associates’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	$563K	Sell	4,100 -266	-6%	-$32.3K	0.07%	121
2026 Q1	$513K	Buy	4,366 +711	+19%	+$91.1K	0.07%	116
2025 Q4	$429K	Buy	3,655 +76	+2%	+$9.32K	0.05%	137
2025 Q3	$473K	Sell	3,579 -172	-5%	-$21.4K	0.06%	119
2025 Q2	$396K	Sell	3,751 -32	-0.8%	-$3.22K	0.06%	132
2025 Q1	$389K	Sell	3,783 -35	-0.9%	-$3.78K	0.06%	127
2024 Q4	$416K	Sell	3,818 -252	-6%	-$32.7K	0.06%	106
2024 Q3	$584K	Buy	4,070 +835	+26%	+$106K	0.08%	82
2024 Q2	$356K	Buy	3,235 +502	+18%	+$57K	0.05%	105
2024 Q1	$330K	Buy	2,733 +264	+11%	+$28.3K	0.05%	117
2023 Q4	$255K	Buy	+2,469	New	+$210K	0.05%	127
2021 Q4	–	Sell	-499	Closed	-$23K	–	538
2021 Q3	$23K	Buy	+499	New	+$25.9K	0.01%	357

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

D'Orazio & Associates's PHM Position: Q2 2026 in Review

D'Orazio & Associates reduced its Pultegroup (PHM) stake by 6.1% in Q2 2026, selling an estimated $32.3K and leaving 4,100 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #121.

D'Orazio & Associates first reported a position in PHM in Q3 2021 and has held it in 12 quarters since. The position peaked at $584K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

D'Orazio & Associates held 4,100 shares of Pultegroup worth $563K as of Q2 2026.
D'Orazio & Associates sold 266 Pultegroup shares in Q2 2026, an estimated $32.3K.
Pultegroup made up 0.07% of D'Orazio & Associates's portfolio in Q2 2026, its #121 holding.
D'Orazio & Associates first reported a position in Pultegroup in Q3 2021 and has held it in 12 quarters since.
D'Orazio & Associates's Pultegroup position peaked at $584K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.