LA
PHM icon

LVW Advisors’s Pultegroup PHM Stock Holding History

LVW 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 		$1.67M Buy
12,154
+3,387
+39% +$411K 0.14% 87
2026
Q1 		$1.03M Buy
8,767
+5,215
+147% +$668K 0.1% 116
2025
Q4 		$417K Buy
3,552
+925
+35% +$113K 0.04% 221
2025
Q3 		$347K Sell
2,627
-2,543
-49% -$316K 0.04% 256
2025
Q2 		$545K Sell
5,170
-1,783
-26% -$180K 0.06% 182
2025
Q1 		$715K Sell
6,953
-2,659
-28% -$287K 0.09% 135
2024
Q4 		$1.05M Sell
9,612
-597
-6% -$77.5K 0.13% 106
2024
Q3 		$1.47M Buy
10,209
+2,298
+29% +$292K 0.19% 86
2024
Q2 		$871K Buy
7,911
+5,754
+267% +$653K 0.13% 104
2024
Q1 		$260K Buy
+2,157
New +$231K 0.04% 243

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

LVW Advisors's PHM Position: Q2 2026 in Review

LVW Advisors increased its Pultegroup (PHM) stake by 39% in Q2 2026, buying an estimated $411K and bringing the position to 12,154 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #87.

LVW Advisors first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • LVW Advisors held 12,154 shares of Pultegroup worth $1.67M as of Q2 2026.
  • LVW Advisors bought 3,387 Pultegroup shares in Q2 2026, an estimated $411K.
  • Pultegroup made up 0.14% of LVW Advisors's portfolio in Q2 2026, its #87 holding.
  • LVW Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.