Hennessy Advisors Inc’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.77M | Sell |
20,200
-600
| -3% | -$72.9K | 0.09% | 210 |
|
|
2026
Q1 | $2.45M | Sell |
20,800
-1,800
| -8% | -$231K | 0.09% | 207 |
|
|
2025
Q4 | $2.65M | Sell |
22,600
-400
| -2% | -$49.1K | 0.09% | 202 |
|
|
2025
Q3 | $3.04M | Buy |
23,000
+300
| +1% | +$37.3K | 0.1% | 190 |
|
|
2025
Q2 | $2.39M | Sell |
22,700
-400
| -2% | -$40.3K | 0.08% | 212 |
|
|
2025
Q1 | $2.37M | Sell |
23,100
-500
| -2% | -$54K | 0.08% | 217 |
|
|
2024
Q4 | $2.57M | Sell |
23,600
-1,400
| -6% | -$182K | 0.08% | 215 |
|
|
2024
Q3 | $3.59M | Sell |
25,000
-600
| -2% | -$76.3K | 0.11% | 184 |
|
|
2024
Q2 | $2.82M | Sell |
25,600
-400
| -2% | -$45.4K | 0.11% | 202 |
|
|
2024
Q1 | $3.14M | Sell |
26,000
-20,100
| -44% | -$2.16M | 0.13% | 186 |
|
|
2023
Q4 | $4.76M | Hold |
46,100
| – | – | 0.24% | 116 |
|
|
2023
Q3 | $3.41M | Sell |
46,100
-1,100
| -2% | -$87.7K | 0.24% | 116 |
|
|
2023
Q2 | $3.67M | Sell |
47,200
-1,200
| -2% | -$81.3K | 0.26% | 110 |
|
|
2023
Q1 | $2.82M | Sell |
48,400
-10,900
| -18% | -$589K | 0.21% | 141 |
|
|
2022
Q4 | $2.7M | Sell |
59,300
-3,700
| -6% | -$156K | 0.18% | 181 |
|
|
2022
Q3 | $2.36M | Sell |
63,000
-1,400
| -2% | -$58.9K | 0.16% | 181 |
|
|
2022
Q2 | $2.55M | Sell |
64,400
-1,400
| -2% | -$59K | 0.15% | 191 |
|
|
2022
Q1 | $2.76M | Buy |
65,800
+8,200
| +14% | +$407K | 0.14% | 224 |
|
|
2021
Q4 | $3.29M | Sell |
57,600
-2,300
| -4% | -$118K | 0.19% | 191 |
|
|
2021
Q3 | $2.75M | Sell |
59,900
-1,200
| -2% | -$62.4K | 0.16% | 219 |
|
|
2021
Q2 | $3.33M | Buy |
61,100
+1,100
| +2% | +$61.5K | 0.19% | 189 |
|
|
2021
Q1 | $3.15M | Buy |
60,000
+8,500
| +17% | +$397K | 0.18% | 175 |
|
|
2020
Q4 | $2.22M | Sell |
51,500
-2,100
| -4% | -$93K | 0.14% | 216 |
|
|
2020
Q3 | $2.48M | Sell |
53,600
-700
| -1% | -$29.9K | 0.17% | 158 |
|
|
2020
Q2 | $1.85M | Sell |
54,300
-2,400
| -4% | -$72.1K | 0.13% | 209 |
|
|
2020
Q1 | $1.27M | Buy |
+56,700
| New | +$2.19M | 0.1% | 233 |
|
|
2018
Q3 | – | Sell |
-998,900
| Closed | -$28.7M | – | 291 |
|
|
2018
Q2 | $28.7M | Sell |
998,900
-21,700
| -2% | -$653K | 0.98% | 33 |
|
|
2018
Q1 | $30.1M | Buy |
1,020,600
+38,100
| +4% | +$1.18M | 1.01% | 31 |
|
|
2017
Q4 | $32.7M | Buy |
+982,500
| New | +$30.5M | 1% | 32 |
|
Other funds holding PHM
GA
Hennessy Advisors Inc's PHM Position: Q2 2026 in Review
Hennessy Advisors Inc reduced its Pultegroup (PHM) stake by 2.9% in Q2 2026, selling an estimated $72.9K and leaving 20,200 shares worth $2.77M. The position accounts for 0.09% of the portfolio, ranked #210.
Hennessy Advisors Inc first reported a position in PHM in Q4 2017 and has held it in 29 quarters since. The position peaked at $32.7M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Hennessy Advisors Inc held 20,200 shares of Pultegroup worth $2.77M as of Q2 2026.
- Hennessy Advisors Inc sold 600 Pultegroup shares in Q2 2026, an estimated $72.9K.
- Pultegroup made up 0.09% of Hennessy Advisors Inc's portfolio in Q2 2026, its #210 holding.
- Hennessy Advisors Inc first reported a position in Pultegroup in Q4 2017 and has held it in 29 quarters since.
- Hennessy Advisors Inc's Pultegroup position peaked at $32.7M in Q4 2017.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.