PAG
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Private Advisor Group’s Pultegroup PHM Stock Holding History

Private Advisor Group’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 		$413K Sell
3,007
-5,735
-66% -$697K ﹤0.01% 1927
2026
Q1 		$1.03M Sell
8,742
-748
-8% -$95.8K ﹤0.01% 1393
2025
Q4 		$1.11M Buy
9,490
+1,830
+24% +$224K 0.01% 1351
2025
Q3 		$1.01M Buy
7,660
+576
+8% +$71.5K 0.01% 1362
2025
Q2 		$747K Sell
7,084
-189
-3% -$19K ﹤0.01% 1457
2025
Q1 		$748K Sell
7,273
-3,135
-30% -$339K ﹤0.01% 1390
2024
Q4 		$1.13M Sell
10,408
-535
-5% -$69.5K 0.01% 1161
2024
Q3 		$1.57M Buy
10,943
+924
+9% +$117K 0.01% 1009
2024
Q2 		$1.1M Sell
10,019
-2,929
-23% -$333K 0.01% 1145
2024
Q1 		$1.56M Buy
12,948
+3,462
+36% +$371K 0.01% 931
2023
Q4 		$979K Buy
9,486
+4,101
+76% +$348K 0.01% 1125
2023
Q3 		$399K Buy
5,385
+997
+23% +$79.5K ﹤0.01% 1482
2023
Q2 		$367K Buy
+4,388
New +$297K ﹤0.01% 1519
2022
Q1 		– Sell
-5,069
Closed -$290K – 2236
2021
Q4 		$290K Buy
+5,069
New +$260K ﹤0.01% 1745
2021
Q3 		– Sell
-6,912
Closed -$377K – 2080
2021
Q2 		$377K Buy
6,912
+693
+11% +$38.7K ﹤0.01% 1532
2021
Q1 		$326K Buy
+6,219
New +$290K ﹤0.01% 1516
2020
Q3 		– Sell
-816
Closed -$28K – 2906
2020
Q2 		$28K Buy
+816
New +$24.5K ﹤0.01% 2393
2017
Q4 		– Sell
-11,401
Closed -$310K – 1347
2017
Q3 		$310K Sell
11,401
-3,703
-25% -$93.7K 0.01% 1122
2017
Q2 		$379K Buy
15,104
+6,112
+68% +$143K 0.01% 960
2017
Q1 		$209K Buy
+8,992
New +$194K 0.01% 1255
2016
Q3 		– Sell
-10,223
Closed -$201K – 1178
2016
Q2 		$201K Buy
+10,223
New +$190K 0.01% 991
2015
Q1 		– Sell
-49,277
Closed -$1.06M – 1060
2014
Q4 		$1.06M Buy
+49,277
New +$983K 0.07% 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

Private Advisor Group's PHM Position: Q2 2026 in Review

Private Advisor Group reduced its Pultegroup (PHM) stake by 66% in Q2 2026, selling an estimated $697K and leaving 3,007 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Private Advisor Group first reported a position in PHM in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.57M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Private Advisor Group held 3,007 shares of Pultegroup worth $413K as of Q2 2026.
  • Private Advisor Group sold 5,735 Pultegroup shares in Q2 2026, an estimated $697K.
  • Pultegroup made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1927 holding.
  • Private Advisor Group first reported a position in Pultegroup in Q4 2014 and has held it in 22 quarters since.
  • Private Advisor Group's Pultegroup position peaked at $1.57M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.