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Pallas Capital Advisors’s Pultegroup PHM Stock Holding History

Pallas Capital 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 		$520K Buy
3,788
+891
+31% +$108K 0.02% 556
2026
Q1 		$341K Buy
2,897
+692
+31% +$88.6K 0.01% 608
2025
Q4 		$259K Buy
2,205
+12
+0.5% +$1.47K 0.01% 729
2025
Q3 		$290K Buy
2,193
+8
+0.4% +$994 0.01% 678
2025
Q2 		$230K Sell
2,185
-116
-5% -$11.7K 0.01% 729
2025
Q1 		$237K Sell
2,301
-658
-22% -$71.1K 0.01% 644
2024
Q4 		$322K Buy
2,959
+68
+2% +$8.83K 0.01% 456
2024
Q3 		$393K Sell
2,891
-1
-0% -$127 0.02% 406
2024
Q2 		$361K Buy
2,892
+49
+2% +$5.56K 0.02% 379
2024
Q1 		$343K Buy
2,843
+159
+6% +$17.1K 0.01% 338
2023
Q4 		$277K Buy
+2,684
New +$228K 0.01% 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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's PHM Position: Q2 2026 in Review

Pallas Capital Advisors increased its Pultegroup (PHM) stake by 31% in Q2 2026, buying an estimated $108K and bringing the position to 3,788 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #556.

Pallas Capital Advisors first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Pallas Capital Advisors held 3,788 shares of Pultegroup worth $520K as of Q2 2026.
  • Pallas Capital Advisors bought 891 Pultegroup shares in Q2 2026, an estimated $108K.
  • Pultegroup made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #556 holding.
  • Pallas Capital Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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