JWCA
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J.W. Cole Advisors’s Pultegroup PHM Stock Holding History

J.W. Cole Advisors’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 		$421K Buy
+3,067
New +$372K 0.01% 1101
2026
Q1 		– Sell
-3,471
Closed -$384K – 1290
2025
Q4 		$384K Sell
3,471
-292
-8% -$35.8K 0.01% 991
2025
Q3 		$497K Buy
3,763
+140
+4% +$17.4K 0.01% 987
2025
Q2 		$382K Buy
3,623
+323
+10% +$32.5K 0.01% 1027
2025
Q1 		$339K Buy
3,300
+298
+10% +$32.2K 0.01% 905
2024
Q4 		$327K Sell
3,002
-85
-3% -$11K 0.01% 748
2024
Q3 		$443K Sell
3,087
-12
-0.4% -$1.53K 0.02% 640
2024
Q2 		$341K Buy
3,099
+28
+0.9% +$3.18K 0.02% 661
2024
Q1 		$370K Buy
3,071
+31
+1% +$3.33K 0.02% 619
2023
Q4 		$314K Buy
3,040
+204
+7% +$17.3K 0.02% 634
2023
Q3 		$210K Buy
2,836
+98
+4% +$7.81K 0.02% 672
2023
Q2 		$213K Buy
+2,738
New +$186K 0.02% 687
2021
Q3 		– Sell
-3,954
Closed -$216K – 670
2021
Q2 		$216K Buy
+3,954
New +$221K 0.02% 679

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

J.W. Cole Advisors's PHM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 3,067 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PHM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PHM in Q2 2021 and has held it in 13 quarters since. The position peaked at $497K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • J.W. Cole Advisors held 3,067 shares of Pultegroup worth $421K as of Q2 2026.
  • Pultegroup was a new J.W. Cole Advisors position in Q2 2026.
  • Pultegroup made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1101 holding.
  • J.W. Cole Advisors first reported a position in Pultegroup in Q2 2021 and has held it in 13 quarters since.
  • J.W. Cole Advisors's Pultegroup position peaked at $497K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.