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Rachor Investment Advisory Services’s Pultegroup PHM Stock Holding History

Rachor Investment Advisory Services’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 		$36.6K Buy
267
+1
+0.4% +$121 0.02% 67
2026
Q1 		$31.3K Hold
266
– – 0.02% 67
2025
Q4 		$31.1K Buy
+266
New +$32.6K 0.02% 64

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Rachor Investment Advisory Services's PHM Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its Pultegroup (PHM) stake by 0.38% in Q2 2026, buying an estimated $121 and bringing the position to 267 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #67.

Rachor Investment Advisory Services first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Rachor Investment Advisory Services held 267 shares of Pultegroup worth $36.6K as of Q2 2026.
  • Rachor Investment Advisory Services bought 1 Pultegroup share in Q2 2026, an estimated $121.
  • Pultegroup made up 0.02% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #67 holding.
  • Rachor Investment Advisory Services first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.