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New Age Alpha Advisors’s Pultegroup PHM Stock Holding History

New Age Alpha 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 		$20.6K Sell
175
-9,969
-98% -$1.28M ﹤0.01% 755
2025
Q4 		$1.19M Buy
10,144
+55
+0.5% +$6.75K 0.05% 380
2025
Q3 		$1.33M Sell
10,089
-2,000
-17% -$248K 0.06% 379
2025
Q2 		$1.27M Sell
12,089
-1,849
-13% -$186K 0.06% 387
2025
Q1 		$1.43M Sell
13,938
-3,952
-22% -$427K 0.06% 376
2024
Q4 		$1.95M Buy
+17,890
New +$2.32M 0.08% 323

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

New Age Alpha Advisors's PHM Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Pultegroup (PHM) stake by 98% in Q1 2026, selling an estimated $1.28M and leaving 175 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

New Age Alpha Advisors first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • New Age Alpha Advisors held 175 shares of Pultegroup worth $20.6K as of Q1 2026.
  • New Age Alpha Advisors sold 9,969 Pultegroup shares in Q1 2026, an estimated $1.28M.
  • Pultegroup made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #755 holding.
  • New Age Alpha Advisors first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Pultegroup position peaked at $1.95M in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.