N.E.W. Advisory Services’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4K Sell
112
-38
-25% -$4.62K ﹤0.01% 580
2026
Q1
$17.7K Buy
150
+100
+200% +$12.8K ﹤0.01% 527
2025
Q4
$5.88K Hold
50
﹤0.01% 691
2025
Q3
$6.62K Hold
50
﹤0.01% 632
2025
Q2
$5.29K Sell
50
-151
-75% -$15.2K ﹤0.01% 645
2025
Q1
$20.6K Buy
+201
New +$21.7K ﹤0.01% 488

Other funds holding PHM

N.E.W. Advisory Services's PHM Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Pultegroup (PHM) stake by 25% in Q2 2026, selling an estimated $4.62K and leaving 112 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

N.E.W. Advisory Services first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.6K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • N.E.W. Advisory Services held 112 shares of Pultegroup worth $15.4K as of Q2 2026.
  • N.E.W. Advisory Services sold 38 Pultegroup shares in Q2 2026, an estimated $4.62K.
  • Pultegroup made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #580 holding.
  • N.E.W. Advisory Services first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Pultegroup position peaked at $20.6K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.