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
Q3 		$622K Sell
5,355
-239
-4% -$30K ﹤0.01% 1347
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Lido Advisors's PHM Position: Q3 2026 in Review

Lido Advisors reduced its Pultegroup (PHM) stake by 4.3% in Q3 2026, selling an estimated $30K and leaving 5,355 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Lido Advisors first reported a position in PHM in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.03M in Q2 2024. 622 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Lido Advisors held 5,355 shares of Pultegroup worth $622K as of Q3 2026.
  • Lido Advisors sold 239 Pultegroup shares in Q3 2026, an estimated $30K.
  • Pultegroup made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1347 holding.
  • Lido Advisors first reported a position in Pultegroup in Q3 2023 and has held it in 13 quarters since.
  • Lido Advisors's Pultegroup position peaked at $8.03M in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.