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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
Q2 		$275K Buy
2,003
+3
+0.2% +$364 0.11% 58
2026
Q1 		$235K Hold
2,000
– – 0.12% 40
2025
Q4 		$235K Buy
+2,000
New +$245K 0.12% 41

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

Spectrum Investment Advisors's PHM Position: Q2 2026 in Review

Spectrum Investment Advisors increased its Pultegroup (PHM) stake by 0.15% in Q2 2026, buying an estimated $364 and bringing the position to 2,003 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #58.

Spectrum Investment Advisors first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Spectrum Investment Advisors held 2,003 shares of Pultegroup worth $275K as of Q2 2026.
  • Spectrum Investment Advisors bought 3 Pultegroup shares in Q2 2026, an estimated $364.
  • Pultegroup made up 0.11% of Spectrum Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Spectrum Investment Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.