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Horizon Advisory Services’s Pultegroup PHM Stock Holding History

Horizon Advisory Services’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 		$349K Sell
2,542
-113
-4% -$13.7K 0.15% 28
2026
Q1 		$312K Sell
2,655
-117
-4% -$15K 0.16% 33
2025
Q4 		$325K Sell
2,772
-164
-6% -$20.1K 0.16% 38
2025
Q3 		$388K Sell
2,936
-60
-2% -$7.45K 0.2% 22
2025
Q2 		$316K Buy
2,996
+20
+0.7% +$2.02K 0.17% 30
2025
Q1 		$306K Buy
2,976
+77
+3% +$8.32K 0.17% 29
2024
Q4 		$316K Sell
2,899
-426
-13% -$55.3K 0.18% 25
2024
Q3 		$477K Sell
3,325
-67
-2% -$8.52K 0.22% 13
2024
Q2 		$373K Buy
3,392
+3
+0.1% +$341 0.18% 16
2024
Q1 		$409K Buy
+3,389
New +$364K 0.19% 14

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

Horizon Advisory Services's PHM Position: Q2 2026 in Review

Horizon Advisory Services reduced its Pultegroup (PHM) stake by 4.3% in Q2 2026, selling an estimated $13.7K and leaving 2,542 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #28.

Horizon Advisory Services first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $477K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Horizon Advisory Services held 2,542 shares of Pultegroup worth $349K as of Q2 2026.
  • Horizon Advisory Services sold 113 Pultegroup shares in Q2 2026, an estimated $13.7K.
  • Pultegroup made up 0.15% of Horizon Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Horizon Advisory Services first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • Horizon Advisory Services's Pultegroup position peaked at $477K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.