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Independent Advisor Alliance’s Pultegroup PHM Stock Holding History

Independent Advisor Alliance’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 		$996K Buy
7,260
+385
+6% +$46.8K 0.02% 462
2026
Q1 		$809K Buy
6,875
+264
+4% +$33.8K 0.01% 933
2025
Q4 		$775K Sell
6,611
-13
-0.2% -$1.59K 0.02% 535
2025
Q3 		$875K Buy
6,624
+210
+3% +$26.1K 0.02% 471
2025
Q2 		$676K Sell
6,414
-2,598
-29% -$262K 0.02% 502
2025
Q1 		$926K Sell
9,012
-856
-9% -$92.5K 0.03% 384
2024
Q4 		$1.07M Buy
9,868
+1,735
+21% +$225K 0.01% 712
2024
Q3 		$1.17M Buy
8,133
+2,615
+47% +$332K 0.04% 302
2024
Q2 		$608K Buy
5,518
+1,239
+29% +$141K 0.02% 419
2024
Q1 		$516K Buy
4,279
+1,925
+82% +$207K 0.02% 451
2023
Q4 		$243K Buy
+2,354
New +$200K 0.01% 599

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

Independent Advisor Alliance's PHM Position: Q2 2026 in Review

Independent Advisor Alliance increased its Pultegroup (PHM) stake by 5.6% in Q2 2026, buying an estimated $46.8K and bringing the position to 7,260 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #462.

Independent Advisor Alliance first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Independent Advisor Alliance held 7,260 shares of Pultegroup worth $996K as of Q2 2026.
  • Independent Advisor Alliance bought 385 Pultegroup shares in Q2 2026, an estimated $46.8K.
  • Pultegroup made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #462 holding.
  • Independent Advisor Alliance first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Independent Advisor Alliance's Pultegroup position peaked at $1.17M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.