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Naples Global Advisors’s Pultegroup PHM Stock Holding History

Naples Global 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 		$232K Buy
+1,691
New +$205K 0.01% 439
2025
Q4 		– Sell
-1,643
Closed -$217K – 446
2025
Q3 		$217K Buy
+1,643
New +$204K 0.02% 423

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Naples Global Advisors's PHM Position: Q2 2026 in Review

Naples Global Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,691 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in PHM as recently as Q3 2025.

Naples Global Advisors first reported a position in PHM in Q3 2025 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Naples Global Advisors held 1,691 shares of Pultegroup worth $232K as of Q2 2026.
  • Pultegroup was a new Naples Global Advisors position in Q2 2026.
  • Pultegroup made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #439 holding.
  • Naples Global Advisors first reported a position in Pultegroup in Q3 2025 and has held it in 2 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.