Lido Advisors
PHM icon

Lido Advisors’s Pultegroup PHM Stock Holding History

Lido 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 		$769K Buy
5,594
+272
+5% +$33K ﹤0.01% 1236
2026
Q1 		$627K Buy
5,322
+805
+18% +$103K ﹤0.01% 1182
2025
Q4 		$598K Buy
4,517
+20
+0.4% +$2.45K ﹤0.01% 1225
2025
Q3 		$595K Sell
4,497
-4,030
-47% -$501K ﹤0.01% 1167
2025
Q2 		$901K Buy
8,527
+505
+6% +$50.9K ﹤0.01% 885
2025
Q1 		$826K Buy
8,022
+5,029
+168% +$543K ﹤0.01% 847
2024
Q4 		$327K Sell
2,993
-602
-17% -$78.2K ﹤0.01% 1180
2024
Q3 		$516K Sell
3,595
-69,246
-95% -$8.8M ﹤0.01% 947
2024
Q2 		$8.03M Buy
72,841
+67,482
+1,259% +$7.66M 0.04% 219
2024
Q1 		$648K Sell
5,359
-967
-15% -$104K ﹤0.01% 810
2023
Q4 		$654K Buy
6,326
+365
+6% +$31K ﹤0.01% 763
2023
Q3 		$441K Buy
+5,961
New +$475K ﹤0.01% 782

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

Lido Advisors's PHM Position: Q2 2026 in Review

Lido Advisors increased its Pultegroup (PHM) stake by 5.1% in Q2 2026, buying an estimated $33K and bringing the position to 5,594 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Lido Advisors first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.03M in Q2 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Lido Advisors held 5,594 shares of Pultegroup worth $769K as of Q2 2026.
  • Lido Advisors bought 272 Pultegroup shares in Q2 2026, an estimated $33K.
  • Pultegroup made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1236 holding.
  • Lido Advisors first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • Lido Advisors's Pultegroup position peaked at $8.03M in Q2 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.