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NewEdge Advisors’s Pultegroup PHM Stock Holding History

NewEdge 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 		$1.12M Sell
8,130
-1,580
-16% -$192K ﹤0.01% 1593
2026
Q1 		$1.14M Buy
9,710
+2,732
+39% +$350K ﹤0.01% 1417
2025
Q4 		$818K Sell
6,978
-4,299
-38% -$527K ﹤0.01% 1613
2025
Q3 		$1.49M Sell
11,277
-24,446
-68% -$3.04M 0.01% 1166
2025
Q2 		$3.77M Buy
35,723
+1,211
+4% +$122K 0.02% 677
2025
Q1 		$3.55M Buy
34,512
+4,793
+16% +$518K 0.02% 629
2024
Q4 		$3.24M Sell
29,719
-544
-2% -$70.6K 0.02% 639
2024
Q3 		$4.34M Sell
30,263
-3,359
-10% -$427K 0.03% 527
2024
Q2 		$3.7M Buy
33,622
+4,229
+14% +$480K 0.03% 540
2024
Q1 		$3.55M Buy
29,393
+8,596
+41% +$922K 0.03% 495
2023
Q4 		$2.15M Buy
20,797
+10,934
+111% +$929K 0.02% 634
2023
Q3 		$730K Sell
9,863
-3,315
-25% -$264K 0.01% 1006
2023
Q2 		$1.02M Buy
13,178
+11,545
+707% +$782K 0.01% 856
2023
Q1 		$95.2K Sell
1,633
-198
-11% -$10.7K ﹤0.01% 1765
2022
Q4 		$8.45K Buy
+1,831
New +$77.1K ﹤0.01% 2420
2021
Q3 		– Sell
-3,992
Closed -$218K – 1201
2021
Q2 		$218K Buy
+3,992
New +$223K 0.01% 1020
2017
Q3 		– Sell
-270
Closed -$6.77K – 906
2017
Q2 		$6.77K Buy
+270
New +$6.3K ﹤0.01% 1079

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

NewEdge Advisors's PHM Position: Q2 2026 in Review

NewEdge Advisors reduced its Pultegroup (PHM) stake by 16% in Q2 2026, selling an estimated $192K and leaving 8,130 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

NewEdge Advisors first reported a position in PHM in Q2 2017 and has held it in 17 quarters since. The position peaked at $4.34M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • NewEdge Advisors held 8,130 shares of Pultegroup worth $1.12M as of Q2 2026.
  • NewEdge Advisors sold 1,580 Pultegroup shares in Q2 2026, an estimated $192K.
  • Pultegroup made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1593 holding.
  • NewEdge Advisors first reported a position in Pultegroup in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's Pultegroup position peaked at $4.34M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.