IAA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Independent Advisor Alliance's PHM Position: Q1 2026 in Review

Independent Advisor Alliance increased its Pultegroup (PHM) stake by 4% in Q1 2026, buying an estimated $33.8K and bringing the position to 6,875 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #933.

Independent Advisor Alliance first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Independent Advisor Alliance held 6,875 shares of Pultegroup worth $809K as of Q1 2026.
  • Independent Advisor Alliance bought 264 Pultegroup shares in Q1 2026, an estimated $33.8K.
  • Pultegroup made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #933 holding.
  • Independent Advisor Alliance first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Pultegroup position peaked at $1.17M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.