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Dynamic Advisor Solutions’s Pultegroup PHM Stock Holding History

Dynamic Advisor Solutions’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 		$296K Sell
2,156
-1,648
-43% -$200K 0.01% 861
2026
Q1 		$447K Buy
3,804
+210
+6% +$26.9K 0.01% 676
2025
Q4 		$421K Buy
3,594
+895
+33% +$110K 0.01% 673
2025
Q3 		$357K Sell
2,699
-116
-4% -$14.4K 0.01% 723
2025
Q2 		$297K Buy
2,815
+510
+22% +$51.4K 0.01% 748
2025
Q1 		$237K Buy
+2,305
New +$249K 0.01% 771
2024
Q4 		– Sell
-2,041
Closed -$293K – 775
2024
Q3 		$293K Buy
+2,041
New +$259K 0.01% 756

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's PHM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Pultegroup (PHM) stake by 43% in Q2 2026, selling an estimated $200K and leaving 2,156 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #861.

Dynamic Advisor Solutions first reported a position in PHM in Q3 2024 and has held it in 7 quarters since. The position peaked at $447K in Q1 2026. 155 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Dynamic Advisor Solutions held 2,156 shares of Pultegroup worth $296K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,648 Pultegroup shares in Q2 2026, an estimated $200K.
  • Pultegroup made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #861 holding.
  • Dynamic Advisor Solutions first reported a position in Pultegroup in Q3 2024 and has held it in 7 quarters since.
  • Dynamic Advisor Solutions's Pultegroup position peaked at $447K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.