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OneDigital Investment Advisors’s Pultegroup PHM Stock Holding History

OneDigital Investment 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 		$343K Buy
2,499
+150
+6% +$18.2K ﹤0.01% 1230
2026
Q1 		$276K Sell
2,349
-1,062
-31% -$136K ﹤0.01% 1230
2025
Q4 		$400K Sell
3,411
-65
-2% -$7.97K ﹤0.01% 1057
2025
Q3 		$459K Sell
3,476
-30
-0.9% -$3.73K ﹤0.01% 970
2025
Q2 		$370K Buy
3,506
+185
+6% +$18.6K ﹤0.01% 1043
2025
Q1 		$341K Buy
3,321
+424
+15% +$45.8K ﹤0.01% 1029
2024
Q4 		$316K Buy
2,897
+6
+0.2% +$779 ﹤0.01% 1105
2024
Q3 		$415K Sell
2,891
-1,833
-39% -$233K ﹤0.01% 1011
2024
Q2 		$520K Buy
4,724
+2,795
+145% +$317K 0.01% 888
2024
Q1 		$233K Buy
+1,929
New +$207K ﹤0.01% 991
2023
Q3 		– Sell
-2,810
Closed -$218K – 1029
2023
Q2 		$218K Buy
+2,810
New +$190K ﹤0.01% 929
2019
Q3 		– Sell
-100
Closed -$3K – 995
2019
Q2 		$3K Hold
100
– – ﹤0.01% 1106
2019
Q1 		$3K Hold
100
– – ﹤0.01% 1036
2018
Q4 		$3K Buy
+100
New +$2.47K ﹤0.01% 1010

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

OneDigital Investment Advisors's PHM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Pultegroup (PHM) stake by 6.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 2,499 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

OneDigital Investment Advisors first reported a position in PHM in Q4 2018 and has held it in 14 quarters since. The position peaked at $520K in Q2 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • OneDigital Investment Advisors held 2,499 shares of Pultegroup worth $343K as of Q2 2026.
  • OneDigital Investment Advisors bought 150 Pultegroup shares in Q2 2026, an estimated $18.2K.
  • Pultegroup made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1230 holding.
  • OneDigital Investment Advisors first reported a position in Pultegroup in Q4 2018 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Pultegroup position peaked at $520K in Q2 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.