Nautilus Advisors’s Pultegroup PHM Stock Holding History

Nautilus 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	$399K	Hold	3,195	–	–	0.24%	111
2026 Q1	$376K	Hold	3,195	–	–	0.26%	102
2025 Q4	$375K	Hold	3,195	–	–	0.24%	107
2025 Q3	$422K	Hold	3,195	–	–	0.28%	99
2025 Q2	$337K	Hold	3,195	–	–	0.25%	113
2025 Q1	$328K	Hold	3,195	–	–	0.27%	102
2024 Q4	$348K	Buy	+3,195	New	+$415K	0.28%	100

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nautilus Advisors's PHM Position: Q2 2026 in Review

Nautilus Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 3,195 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #111.

Nautilus Advisors first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $422K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Nautilus Advisors held 3,195 shares of Pultegroup worth $399K as of Q2 2026.
Nautilus Advisors left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.24% of Nautilus Advisors's portfolio in Q2 2026, its #111 holding.
Nautilus Advisors first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's Pultegroup position peaked at $422K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.