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Mount Yale Investment Advisors’s Pultegroup PHM Stock Holding History

Mount Yale Investment 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 		$989K Buy
8,392
+1,339
+19% +$171K 0.02% 527
2025
Q4 		$829K Sell
7,053
-859
-11% -$105K 0.04% 351
2025
Q3 		$1.05M Buy
7,912
+6,951
+723% +$863K 0.07% 275
2025
Q2 		$101K Buy
+961
New +$96.8K 0.01% 656
2023
Q2 		– Sell
-21,567
Closed -$1.26M – 508
2023
Q1 		$1.26M Sell
21,567
-2,343
-10% -$127K 0.14% 151
2022
Q4 		$1.09M Buy
23,910
+852
+4% +$35.9K 0.12% 172
2022
Q3 		$865K Buy
23,058
+982
+4% +$41.3K 0.11% 188
2022
Q2 		$875K Buy
22,076
+601
+3% +$25.3K 0.11% 184
2022
Q1 		$900K Buy
21,475
+1,757
+9% +$87.2K 0.1% 211
2021
Q4 		$1.13M Buy
19,718
+3
+0% +$154 0.12% 188
2021
Q3 		$905K Buy
19,715
+657
+3% +$34.1K 0.1% 209
2021
Q2 		$1.04M Sell
19,058
-205
-1% -$11.5K 0.13% 171
2021
Q1 		$1.01M Buy
19,263
+1,823
+10% +$85.1K 0.13% 162
2020
Q4 		$752K Buy
+17,440
New +$773K 0.11% 207
2018
Q4 		– Sell
-1,651
Closed -$41K – 650
2018
Q3 		$41K Buy
+1,651
New +$46.8K 0.01% 645

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Mount Yale Investment Advisors's PHM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Pultegroup (PHM) stake by 19% in Q1 2026, buying an estimated $171K and bringing the position to 8,392 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #527.

Mount Yale Investment Advisors first reported a position in PHM in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.26M in Q1 2023. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Mount Yale Investment Advisors held 8,392 shares of Pultegroup worth $989K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,339 Pultegroup shares in Q1 2026, an estimated $171K.
  • Pultegroup made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #527 holding.
  • Mount Yale Investment Advisors first reported a position in Pultegroup in Q3 2018 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's Pultegroup position peaked at $1.26M in Q1 2023.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.