PAG
PHM icon

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
2023
Q4 		– Sell
-6,100
Closed -$4.52K – 2444
2023
Q3 		$4.52K Buy
+6,100
New +$486K ﹤0.01% 2209

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.