Steward Partners Investment Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.23M | Buy |
8,981
+1,193
| +15% | +$145K | 0.01% | 1167 |
|
|
2026
Q1 | $916K | Buy |
7,788
+1,264
| +19% | +$162K | ﹤0.01% | 1206 |
|
|
2025
Q4 | $765K | Buy |
6,524
+252
| +4% | +$30.9K | ﹤0.01% | 1196 |
|
|
2025
Q3 | $829K | Sell |
6,272
-2,765
| -31% | -$343K | ﹤0.01% | 1130 |
|
|
2025
Q2 | $953K | Sell |
9,037
-474
| -5% | -$47.8K | 0.01% | 1010 |
|
|
2025
Q1 | $978K | Sell |
9,511
-12,505
| -57% | -$1.35M | 0.01% | 934 |
|
|
2024
Q4 | $2.4M | Sell |
22,016
-175,364
| -89% | -$22.8M | 0.02% | 576 |
|
|
2024
Q3 | $28.3M | Buy |
197,380
+173,873
| +740% | +$22.1M | 0.26% | 83 |
|
|
2024
Q2 | $2.59M | Buy |
23,507
+5,577
| +31% | +$633K | 0.03% | 511 |
|
|
2024
Q1 | $2.16M | Buy |
17,930
+12,247
| +216% | +$1.31M | 0.02% | 563 |
|
|
2023
Q4 | $587K | Buy |
5,683
+601
| +12% | +$51.1K | 0.01% | 932 |
|
|
2023
Q3 | $376K | Buy |
5,082
+333
| +7% | +$26.5K | 0.01% | 1033 |
|
|
2023
Q2 | $369K | Sell |
4,749
-51
| -1% | -$3.46K | 0.01% | 1052 |
|
|
2023
Q1 | $280K | Sell |
4,800
-243
| -5% | -$13.1K | ﹤0.01% | 1137 |
|
|
2022
Q4 | $230K | Sell |
5,043
-2,553
| -34% | -$108K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $285K | Buy |
7,596
+222
| +3% | +$9.34K | 0.01% | 1050 |
|
|
2022
Q2 | $292K | Sell |
7,374
-2,730
| -27% | -$115K | 0.01% | 1045 |
|
|
2022
Q1 | $423K | Buy |
10,104
+758
| +8% | +$37.6K | 0.01% | 982 |
|
|
2021
Q4 | $534K | Buy |
9,346
+161
| +2% | +$8.25K | 0.01% | 912 |
|
|
2021
Q3 | $422K | Buy |
9,185
+195
| +2% | +$10.1K | 0.01% | 965 |
|
|
2021
Q2 | $491K | Buy |
8,990
+1,766
| +24% | +$98.7K | 0.01% | 941 |
|
|
2021
Q1 | $379K | Buy |
7,224
+456
| +7% | +$21.3K | 0.01% | 993 |
|
|
2020
Q4 | $292K | Buy |
6,768
+2,587
| +62% | +$115K | 0.01% | 924 |
|
|
2020
Q3 | $194K | Buy |
4,181
+49
| +1% | +$2.1K | ﹤0.01% | 955 |
|
|
2020
Q2 | $141K | Sell |
4,132
-321
| -7% | -$9.64K | ﹤0.01% | 1002 |
|
|
2020
Q1 | $99K | Sell |
4,453
-6,142
| -58% | -$237K | ﹤0.01% | 1001 |
|
|
2019
Q4 | $411K | Sell |
10,595
-647
| -6% | -$25.1K | 0.01% | 677 |
|
|
2019
Q3 | $410K | Sell |
11,242
-1,015
| -8% | -$33.8K | 0.01% | 638 |
|
|
2019
Q2 | $387K | Sell |
12,257
-214
| -2% | -$6.68K | 0.01% | 625 |
|
|
2019
Q1 | $348K | Sell |
12,471
-2,402
| -16% | -$65.5K | 0.01% | 601 |
|
|
2018
Q4 | $386K | Buy |
14,873
+1,045
| +8% | +$25.8K | 0.02% | 547 |
|
|
2018
Q3 | $343K | Buy |
13,828
+12,615
| +1,040% | +$358K | 0.02% | 587 |
|
|
2018
Q2 | $35K | Buy |
1,213
+843
| +228% | +$25.4K | ﹤0.01% | 1242 |
|
|
2018
Q1 | $10K | Sell |
370
-69
| -16% | -$2.14K | ﹤0.01% | 1574 |
|
|
2017
Q4 | $14K | Buy |
439
+203
| +86% | +$6.3K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $6K | Buy |
236
+119
| +102% | +$3.01K | ﹤0.01% | 1248 |
|
|
2017
Q2 | $2K | Sell |
117
-200
| -63% | -$4.67K | ﹤0.01% | 1437 |
|
|
2017
Q1 | $7K | Buy |
+317
| New | +$6.83K | ﹤0.01% | 1039 |
|
Other funds holding PHM
GA
Steward Partners Investment Advisory's PHM Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Pultegroup (PHM) stake by 15% in Q2 2026, buying an estimated $145K and bringing the position to 8,981 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1167.
Steward Partners Investment Advisory first reported a position in PHM in Q1 2017 and has held it in 38 quarters since. The position peaked at $28.3M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Steward Partners Investment Advisory held 8,981 shares of Pultegroup worth $1.23M as of Q2 2026.
- Steward Partners Investment Advisory bought 1,193 Pultegroup shares in Q2 2026, an estimated $145K.
- Pultegroup made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1167 holding.
- Steward Partners Investment Advisory first reported a position in Pultegroup in Q1 2017 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's Pultegroup position peaked at $28.3M in Q3 2024.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.