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Foundations Investment Advisors’s Pultegroup PHM Stock Holding History

Foundations 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 		$573K Buy
4,178
+885
+27% +$107K 0.01% 739
2026
Q1 		$387K Buy
3,293
+224
+7% +$28.7K ﹤0.01% 808
2025
Q4 		$360K Buy
3,069
+700
+30% +$85.9K ﹤0.01% 835
2025
Q3 		$313K Buy
2,369
+203
+9% +$25.2K ﹤0.01% 835
2025
Q2 		$228K Sell
2,166
-164
-7% -$16.5K ﹤0.01% 838
2025
Q1 		$240K Buy
+2,330
New +$252K ﹤0.01% 777
2024
Q2 		– Sell
-2,740
Closed -$331K – 788
2024
Q1 		$331K Buy
2,740
+159
+6% +$17.1K 0.01% 559
2023
Q4 		$275K Buy
+2,581
New +$219K 0.01% 573

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

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

Foundations Investment Advisors increased its Pultegroup (PHM) stake by 27% in Q2 2026, buying an estimated $107K and bringing the position to 4,178 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #739.

Foundations Investment Advisors first reported a position in PHM in Q4 2023 and has held it in 8 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Foundations Investment Advisors held 4,178 shares of Pultegroup worth $573K as of Q2 2026.
  • Foundations Investment Advisors bought 885 Pultegroup shares in Q2 2026, an estimated $107K.
  • Pultegroup made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #739 holding.
  • Foundations Investment Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 8 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.