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Florida Financial Advisors’s Pultegroup PHM Stock Holding History

Florida Financial 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 		$404K Sell
2,940
-22
-0.7% -$2.67K 0.07% 224
2026
Q1 		$349K Buy
2,962
+290
+11% +$37.1K 0.08% 217
2025
Q4 		$314K Sell
2,672
-1,286
-32% -$158K 0.09% 206
2025
Q3 		$523K Buy
3,958
+821
+26% +$102K 0.16% 137
2025
Q2 		$331K Sell
3,137
-1,695
-35% -$171K 0.11% 194
2025
Q1 		$496K Buy
4,832
+1,129
+30% +$122K 0.2% 111
2024
Q4 		$403K Buy
3,703
+716
+24% +$93K 0.18% 109
2024
Q3 		$429K Buy
2,987
+596
+25% +$75.8K 0.22% 86
2024
Q2 		$263K Buy
2,391
+405
+20% +$46K 0.16% 109
2024
Q1 		$240K Buy
+1,986
New +$213K 0.18% 105

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Florida Financial Advisors's PHM Position: Q2 2026 in Review

Florida Financial Advisors reduced its Pultegroup (PHM) stake by 0.74% in Q2 2026, selling an estimated $2.67K and leaving 2,940 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #224.

Florida Financial Advisors first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $523K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Florida Financial Advisors held 2,940 shares of Pultegroup worth $404K as of Q2 2026.
  • Florida Financial Advisors sold 22 Pultegroup shares in Q2 2026, an estimated $2.67K.
  • Pultegroup made up 0.07% of Florida Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • Florida Financial Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • Florida Financial Advisors's Pultegroup position peaked at $523K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.