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Kestra Advisory Services’s Pultegroup PHM Stock Holding History

Kestra Advisory Services’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 		$1.16M Sell
8,486
-411
-5% -$49.9K ﹤0.01% 1723
2026
Q1 		$1.05M Buy
8,897
+403
+5% +$51.6K ﹤0.01% 1698
2025
Q4 		$996K Buy
8,494
+626
+8% +$76.8K ﹤0.01% 1651
2025
Q3 		$1.04M Sell
7,868
-911
-10% -$113K ﹤0.01% 1560
2025
Q2 		$926K Buy
8,779
+1,322
+18% +$133K ﹤0.01% 1530
2025
Q1 		$767K Sell
7,457
-7,222
-49% -$780K ﹤0.01% 1554
2024
Q4 		$1.6M Sell
14,679
-55
-0.4% -$7.14K 0.01% 1119
2024
Q3 		$2.11M Sell
14,734
-3,840
-21% -$488K 0.01% 933
2024
Q2 		$1.81M Sell
18,574
-4,081
-18% -$463K 0.01% 1015
2024
Q1 		$2.73M Buy
22,655
+4,154
+22% +$446K 0.02% 751
2023
Q4 		$1.91M Buy
18,501
+3,494
+23% +$297K 0.02% 814
2023
Q3 		$1.11M Buy
15,007
+4,945
+49% +$394K 0.01% 943
2023
Q2 		$782K Sell
10,062
-4,242
-30% -$288K 0.01% 1093
2023
Q1 		$834K Buy
14,304
+456
+3% +$24.6K 0.01% 1028
2022
Q4 		$630K Buy
13,848
+5,082
+58% +$214K 0.01% 1266
2022
Q3 		$329K Sell
8,766
-3,112
-26% -$131K ﹤0.01% 1549
2022
Q2 		$471K Sell
11,878
-1,427
-11% -$60.1K ﹤0.01% 1365
2022
Q1 		$557K Buy
13,305
+3,295
+33% +$164K 0.01% 1230
2021
Q4 		$572K Sell
10,010
-2,897
-22% -$149K 0.01% 1249
2021
Q3 		$593K Sell
12,907
-4,173
-24% -$217K 0.01% 1295
2021
Q2 		$932K Buy
17,080
+4,654
+37% +$260K 0.01% 981
2021
Q1 		$652K Sell
12,426
-15,350
-55% -$716K 0.01% 1068
2020
Q4 		$1.23M Sell
27,776
-2,685
-9% -$119K 0.01% 768
2020
Q3 		$1.4M Buy
+30,461
New +$1.3M 0.03% 528

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

Kestra Advisory Services's PHM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Pultegroup (PHM) stake by 4.6% in Q2 2026, selling an estimated $49.9K and leaving 8,486 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Kestra Advisory Services first reported a position in PHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.73M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kestra Advisory Services held 8,486 shares of Pultegroup worth $1.16M as of Q2 2026.
  • Kestra Advisory Services sold 411 Pultegroup shares in Q2 2026, an estimated $49.9K.
  • Pultegroup made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1723 holding.
  • Kestra Advisory Services first reported a position in Pultegroup in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Pultegroup position peaked at $2.73M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.