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HFM Investment Advisors’s Pultegroup PHM Stock Holding History

HFM 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 		$2.88K Buy
21
+10
+91% +$1.21K ﹤0.01% 319
2026
Q1 		$1.29K Hold
11
– – ﹤0.01% 327
2025
Q4 		$1.29K Buy
11
+1
+10% +$123 ﹤0.01% 384
2025
Q3 		$1.32K Buy
10
+2
+25% +$248 ﹤0.01% 276
2025
Q2 		$844 Buy
8
+5
+167% +$504 ﹤0.01% 438
2025
Q1 		$309 Buy
+3
New +$324 ﹤0.01% 459

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 $3.38T AUM 44.17% 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

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

HFM Investment Advisors increased its Pultegroup (PHM) stake by 91% in Q2 2026, buying an estimated $1.21K and bringing the position to 21 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

HFM Investment Advisors first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • HFM Investment Advisors held 21 shares of Pultegroup worth $2.88K as of Q2 2026.
  • HFM Investment Advisors bought 10 Pultegroup shares in Q2 2026, an estimated $1.21K.
  • Pultegroup made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • HFM Investment Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.