Kovack Advisors’s Pultegroup PHM Stock Holding History

Kovack 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	-1,760	Closed	-$206K	–	1086
2025 Q4	$206K	Buy	+1,760	New	+$216K	0.01%	934
2024 Q1	–	Sell	-2,906	Closed	-$300K	–	571
2023 Q4	$300K	Buy	+2,906	New	+$247K	0.04%	414

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kovack Advisors's PHM Position: Q1 2026 in Review

Kovack Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,760 shares — an estimated $206K sold.

Kovack Advisors first reported a position in PHM in Q4 2023 and held it in 2 quarters. The position peaked at $300K in Q4 2023. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Kovack Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 1,760 Pultegroup shares in Q1 2026, an estimated $206K.
Kovack Advisors first reported a position in Pultegroup in Q4 2023 and held it in 2 quarters.
Kovack Advisors's Pultegroup position peaked at $300K in Q4 2023.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.