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
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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Advisor Group's PHM Position: Q1 2026 in Review

Private Advisor Group reduced its Pultegroup (PHM) stake by 7.9% in Q1 2026, selling an estimated $95.8K and leaving 8,742 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Private Advisor Group first reported a position in PHM in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Private Advisor Group held 8,742 shares of Pultegroup worth $1.03M as of Q1 2026.
  • Private Advisor Group sold 748 Pultegroup shares in Q1 2026, an estimated $95.8K.
  • Pultegroup made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1393 holding.
  • Private Advisor Group first reported a position in Pultegroup in Q4 2014 and has held it in 21 quarters since.
  • Private Advisor Group's Pultegroup position peaked at $1.57M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.