LFAS
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Level Four Advisory Services’s Pultegroup PHM Stock Holding History

Level Four 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
Q1 		$4.43M Sell
37,695
-2,512
-6% -$322K 0.15% 186
2025
Q4 		$4.71M Buy
40,207
+1,137
+3% +$139K 0.15% 178
2025
Q3 		$5.16M Sell
39,070
-2,350
-6% -$292K 0.18% 155
2025
Q2 		$4.37M Buy
41,420
+8,899
+27% +$897K 0.16% 175
2025
Q1 		$3.34M Buy
32,521
+1,654
+5% +$179K 0.14% 188
2024
Q4 		$3.36M Buy
30,867
+1,102
+4% +$143K 0.14% 179
2024
Q3 		$3.86M Sell
29,765
-2,278
-7% -$290K 0.16% 170
2024
Q2 		$3.53M Sell
32,043
-5,255
-14% -$597K 0.16% 179
2024
Q1 		$3.85M Buy
37,298
+1,435
+4% +$154K 0.21% 125
2023
Q4 		$3.7M Sell
35,863
-3,435
-9% -$292K 0.21% 127
2023
Q3 		$2.91M Buy
39,298
+332
+0.9% +$26.5K 0.19% 138
2023
Q2 		$3.03M Buy
38,966
+4,602
+13% +$312K 0.18% 135
2023
Q1 		$2M Sell
34,364
-590
-2% -$31.9K 0.13% 179
2022
Q4 		$1.59M Sell
34,954
-1,204
-3% -$50.7K 0.12% 191
2022
Q3 		$1.36M Buy
36,158
+615
+2% +$25.9K 0.13% 173
2022
Q2 		$1.41M Buy
35,543
+1,525
+4% +$64.2K 0.13% 173
2022
Q1 		$1.43M Buy
34,018
+1,832
+6% +$90.9K 0.11% 181
2021
Q4 		$1.84M Buy
32,186
+2,772
+9% +$142K 0.14% 163
2021
Q3 		$1.35M Sell
29,414
-51
-0.2% -$2.65K 0.14% 157
2021
Q2 		$1.61M Buy
29,465
+1,824
+7% +$102K 0.11% 201
2021
Q1 		$1.45M Buy
27,641
+3,360
+14% +$157K 0.11% 202
2020
Q4 		$1.05M Sell
24,281
-598
-2% -$26.5K 0.08% 237
2020
Q3 		$1.15M Sell
24,879
-631
-2% -$27K 0.09% 224
2020
Q2 		$864K Buy
25,510
+2,706
+12% +$81.3K 0.07% 277
2020
Q1 		$518K Buy
+22,804
New +$881K 0.06% 308
2018
Q2 		– Sell
-8,737
Closed -$258K – 631
2018
Q1 		$258K Buy
+8,737
New +$271K 0.02% 462

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

Level Four Advisory Services's PHM Position: Q1 2026 in Review

Level Four Advisory Services reduced its Pultegroup (PHM) stake by 6.2% in Q1 2026, selling an estimated $322K and leaving 37,695 shares worth $4.43M. The position accounts for 0.15% of the portfolio, ranked #186.

Level Four Advisory Services first reported a position in PHM in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.16M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Level Four Advisory Services held 37,695 shares of Pultegroup worth $4.43M as of Q1 2026.
  • Level Four Advisory Services sold 2,512 Pultegroup shares in Q1 2026, an estimated $322K.
  • Pultegroup made up 0.15% of Level Four Advisory Services's portfolio in Q1 2026, its #186 holding.
  • Level Four Advisory Services first reported a position in Pultegroup in Q1 2018 and has held it in 26 quarters since.
  • Level Four Advisory Services's Pultegroup position peaked at $5.16M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.