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Harbor Investment Advisory’s Pultegroup PHM Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-52
Closed -$6.1K – 1329
2025
Q4 		$6.1K Hold
52
– – ﹤0.01% 1023
2025
Q3 		$6.87K Hold
52
– – ﹤0.01% 960
2025
Q2 		$5.48K Hold
52
– – ﹤0.01% 986
2025
Q1 		$5.35K Hold
52
– – ﹤0.01% 966
2024
Q4 		$5.66K Hold
52
– – ﹤0.01% 959
2024
Q3 		$7.46K Sell
52
-2
-4% -$254 ﹤0.01% 927
2024
Q2 		$5.95K Sell
54
-45
-45% -$5.11K ﹤0.01% 946
2024
Q1 		$11.9K Buy
99
+46
+87% +$4.93K ﹤0.01% 833
2023
Q4 		$5.47K Sell
53
-2
-4% -$170 ﹤0.01% 925
2023
Q3 		$4.07K Hold
55
– – ﹤0.01% 949
2023
Q2 		$4.27K Buy
55
+2
+4% +$136 ﹤0.01% 1146
2023
Q1 		$3.09K Sell
53
-11
-17% -$594 ﹤0.01% 1181
2022
Q4 		$2.91K Hold
64
– – ﹤0.01% 1170
2022
Q3 		$2K Buy
64
+11
+21% +$463 ﹤0.01% 1240
2022
Q2 		$2K Buy
53
+6
+13% +$253 ﹤0.01% 1250
2022
Q1 		$2K Hold
47
– – ﹤0.01% 1260
2021
Q4 		$3K Hold
47
– – ﹤0.01% 1198
2021
Q3 		$2K Hold
47
– – ﹤0.01% 1246
2021
Q2 		$3K Hold
47
– – ﹤0.01% 1150
2021
Q1 		$2K Hold
47
– – ﹤0.01% 1182
2020
Q4 		$2K Hold
47
– – ﹤0.01% 1115
2020
Q3 		$2K Hold
47
– – ﹤0.01% 1036
2020
Q2 		$2K Sell
47
-108
-70% -$3.24K ﹤0.01% 1009
2020
Q1 		$3K Hold
155
– – ﹤0.01% 908
2019
Q4 		$6K Buy
+155
New +$6.02K ﹤0.01% 696

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbor Investment Advisory's PHM Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 52 shares — an estimated $6.1K sold.

Harbor Investment Advisory first reported a position in PHM in Q4 2019 and held it in 25 quarters. The position peaked at $11.9K in Q1 2024. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 52 Pultegroup shares in Q1 2026, an estimated $6.1K.
  • Harbor Investment Advisory first reported a position in Pultegroup in Q4 2019 and held it in 25 quarters.
  • Harbor Investment Advisory's Pultegroup position peaked at $11.9K in Q1 2024.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.