Prime Capital Investment Advisors’s Pultegroup PHM Stock Holding History

Prime Capital 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	$203K	Sell	1,481 -672	-31%	-$81.6K	﹤0.01%	1027
2026 Q1	$253K	Buy	2,153 +149	+7%	+$19.1K	﹤0.01%	904
2025 Q4	$235K	Buy	+2,004	New	+$246K	﹤0.01%	908
2025 Q2	–	Sell	-2,102	Closed	-$216K	–	1076
2025 Q1	$216K	Buy	+2,102	New	+$227K	﹤0.01%	952
2024 Q4	–	Sell	-1,443	Closed	-$207K	–	960
2024 Q3	$207K	Sell	1,443 -8,700	-86%	-$1.11M	﹤0.01%	854
2024 Q2	$1.12M	Sell	10,143 -2,380	-19%	-$270K	0.02%	411
2024 Q1	$1.51M	Sell	12,523 -19,569	-61%	-$2.1M	0.02%	394
2023 Q4	$3.31M	Buy	+32,092	New	+$2.73M	0.05%	259
2023 Q3	–	Sell	-13,649	Closed	-$1.06M	–	791
2023 Q2	$1.06M	Buy	+13,649	New	+$925K	0.02%	347

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prime Capital Investment Advisors's PHM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Pultegroup (PHM) stake by 31% in Q2 2026, selling an estimated $81.6K and leaving 1,481 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Prime Capital Investment Advisors first reported a position in PHM in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.31M in Q4 2023. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Prime Capital Investment Advisors held 1,481 shares of Pultegroup worth $203K as of Q2 2026.
Prime Capital Investment Advisors sold 672 Pultegroup shares in Q2 2026, an estimated $81.6K.
Pultegroup made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1027 holding.
Prime Capital Investment Advisors first reported a position in Pultegroup in Q2 2023 and has held it in 9 quarters since.
Prime Capital Investment Advisors's Pultegroup position peaked at $3.31M in Q4 2023.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.