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Innovative Asset Advisors Group’s Pultegroup PHM Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-114
Closed -$13.5K – 817
2026
Q1 		$13.5K Buy
+114
New +$14.6K 0.01% 584

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

Innovative Asset Advisors Group's PHM Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 114 shares — an estimated $13.5K sold.

Innovative Asset Advisors Group first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $13.5K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 114 Pultegroup shares in Q2 2026, an estimated $13.5K.
  • Innovative Asset Advisors Group first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Pultegroup position peaked at $13.5K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.