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Spectrum Investment Advisors’s Pultegroup PHM Stock Holding History

Spectrum Investment 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
Q1 		$235K Hold
2,000
– – 0.12% 40
2025
Q4 		$235K Buy
+2,000
New +$245K 0.12% 41

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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

Spectrum Investment Advisors's PHM Position: Q1 2026 in Review

Spectrum Investment Advisors held its Pultegroup (PHM) position steady in Q1 2026 at 2,000 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #40.

Spectrum Investment Advisors first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Spectrum Investment Advisors held 2,000 shares of Pultegroup worth $235K as of Q1 2026.
  • Spectrum Investment Advisors left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.12% of Spectrum Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Spectrum Investment Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.