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HighPoint Advisor Group’s Pultegroup PHM Stock Holding History

HighPoint Advisor Group’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
-3,425
Closed -$402K – 935
2025
Q4 		$402K Sell
3,425
-451
-12% -$55.3K 0.01% 740
2025
Q3 		$512K Sell
3,876
-99
-2% -$12.3K 0.02% 381
2025
Q2 		$419K Sell
3,975
-73
-2% -$7.36K 0.02% 421
2025
Q1 		$412K Sell
4,048
-2
-0% -$216 0.02% 401
2024
Q4 		$435K Sell
4,050
-829
-17% -$108K 0.02% 407
2024
Q3 		$626K Sell
4,879
-543
-10% -$69K 0.04% 315
2024
Q2 		$722K Buy
5,422
+133
+3% +$15.1K 0.04% 284
2024
Q1 		$615K Buy
5,289
+62
+1% +$6.65K 0.04% 312
2023
Q4 		$605K Buy
+5,227
New +$444K 0.04% 316
2020
Q1 		– Sell
-10,716
Closed -$456K – 386
2019
Q4 		$456K Sell
10,716
-2,916
-21% -$113K 0.09% 193
2019
Q3 		$520K Sell
13,632
-3,271
-19% -$109K 0.11% 149
2019
Q2 		$565K Sell
16,903
-5,359
-24% -$167K 0.13% 136
2019
Q1 		$700K Sell
22,262
-1,238
-5% -$33.7K 0.17% 123
2018
Q4 		$635K Buy
+23,500
New +$581K 0.17% 141

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
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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HighPoint Advisor Group's PHM Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,425 shares — an estimated $402K sold.

HighPoint Advisor Group first reported a position in PHM in Q4 2018 and held it in 14 quarters. The position peaked at $722K in Q2 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,425 Pultegroup shares in Q1 2026, an estimated $402K.
  • HighPoint Advisor Group first reported a position in Pultegroup in Q4 2018 and held it in 14 quarters.
  • HighPoint Advisor Group's Pultegroup position peaked at $722K in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.