SFA
PHM icon

Sequoia Financial Advisors’s Pultegroup PHM Stock Holding History

Sequoia Financial 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 		$3.34M Buy
24,344
+8,719
+56% +$1.06M 0.02% 447
2026
Q1 		$1.84M Buy
15,625
+1,160
+8% +$149K 0.01% 629
2025
Q4 		$1.7M Buy
14,465
+6,026
+71% +$739K 0.01% 639
2025
Q3 		$1.12M Buy
8,439
+891
+12% +$111K 0.01% 730
2025
Q2 		$796K Sell
7,548
-14,467
-66% -$1.46M 0.01% 785
2025
Q1 		$2.26M Buy
22,015
+2,303
+12% +$249K 0.02% 402
2024
Q4 		$2.15M Buy
19,712
+88
+0.4% +$11.4K 0.02% 391
2024
Q3 		$2.82M Buy
19,624
+1,497
+8% +$190K 0.03% 304
2024
Q2 		$2M Buy
18,127
+645
+4% +$73.2K 0.02% 325
2024
Q1 		$2.11M Sell
17,482
-81
-0.5% -$8.69K 0.03% 316
2023
Q4 		$1.81M Buy
+17,563
New +$1.49M 0.02% 374

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

Sequoia Financial Advisors's PHM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Pultegroup (PHM) stake by 56% in Q2 2026, buying an estimated $1.06M and bringing the position to 24,344 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #447.

Sequoia Financial Advisors first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Sequoia Financial Advisors held 24,344 shares of Pultegroup worth $3.34M as of Q2 2026.
  • Sequoia Financial Advisors bought 8,719 Pultegroup shares in Q2 2026, an estimated $1.06M.
  • Pultegroup made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #447 holding.
  • Sequoia Financial Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.