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 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 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

Lido Advisors's PHM Position: Q1 2026 in Review

Lido Advisors increased its Pultegroup (PHM) stake by 18% in Q1 2026, buying an estimated $103K and bringing the position to 5,322 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Lido Advisors first reported a position in PHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.03M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Lido Advisors held 5,322 shares of Pultegroup worth $627K as of Q1 2026.
Lido Advisors bought 805 Pultegroup shares in Q1 2026, an estimated $103K.
Pultegroup made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1182 holding.
Lido Advisors first reported a position in Pultegroup in Q3 2023 and has held it in 11 quarters since.
Lido Advisors's Pultegroup position peaked at $8.03M in Q2 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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