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Homestead Advisers’s Pultegroup PHM Stock Holding History

Homestead Advisers’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 		$57.1M Buy
416,294
+1,100
+0.3% +$134K 1.42% 31
2026
Q1 		$48.6M Sell
415,194
-4,700
-1% -$602K 1.31% 37
2025
Q4 		$49.2M Sell
419,894
-58,606
-12% -$7.19M 1.3% 36
2025
Q3 		$63.2M Buy
478,500
+20,300
+4% +$2.52M 1.51% 32
2025
Q2 		$48.3M Buy
458,200
+2,400
+0.5% +$242K 1.15% 41
2025
Q1 		$46.9M Hold
455,800
– – 1.15% 44
2024
Q4 		$49.6M Buy
455,800
+17,400
+4% +$2.26M 1.2% 40
2024
Q3 		$62.9M Buy
438,400
+69,600
+19% +$8.85M 1.5% 34
2024
Q2 		$40.6M Sell
368,800
-6,700
-2% -$761K 1% 42
2024
Q1 		$45.1M Buy
375,500
+177,700
+90% +$19.1M 1.06% 43
2023
Q4 		$20.4M Buy
+197,800
New +$16.8M 0.52% 48

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

Homestead Advisers's PHM Position: Q2 2026 in Review

Homestead Advisers increased its Pultegroup (PHM) stake by 0.26% in Q2 2026, buying an estimated $134K and bringing the position to 416,294 shares worth $57.1M. The position accounts for 1.42% of the portfolio, ranked #31.

Homestead Advisers first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.2M in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Homestead Advisers held 416,294 shares of Pultegroup worth $57.1M as of Q2 2026.
  • Homestead Advisers bought 1,100 Pultegroup shares in Q2 2026, an estimated $134K.
  • Pultegroup made up 1.42% of Homestead Advisers's portfolio in Q2 2026, its #31 holding.
  • Homestead Advisers first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Homestead Advisers's Pultegroup position peaked at $63.2M in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.