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
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 $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

J.W. Cole Advisors's PHM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 3,471 shares — an estimated $384K sold.

J.W. Cole Advisors first reported a position in PHM in Q2 2021 and held it in 12 quarters. The position peaked at $497K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,471 Pultegroup shares in Q1 2026, an estimated $384K.
  • J.W. Cole Advisors first reported a position in Pultegroup in Q2 2021 and held it in 12 quarters.
  • J.W. Cole Advisors's Pultegroup position peaked at $497K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.