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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
Q2 		$5.08K Sell
37
-138
-79% -$16.8K ﹤0.01% 924
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 $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

New Age Alpha Advisors's PHM Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Pultegroup (PHM) stake by 79% in Q2 2026, selling an estimated $16.8K and leaving 37 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

New Age Alpha Advisors first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • New Age Alpha Advisors held 37 shares of Pultegroup worth $5.08K as of Q2 2026.
  • New Age Alpha Advisors sold 138 Pultegroup shares in Q2 2026, an estimated $16.8K.
  • Pultegroup made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #924 holding.
  • New Age Alpha Advisors first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Pultegroup position peaked at $1.95M in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.