SIA
PHM icon

Strategic Investment Advisors’s Pultegroup PHM Stock Holding History

Strategic 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 		$1.22M Sell
8,859
-3,111
-26% -$378K 0.07% 125
2026
Q1 		$1.41M Buy
11,970
+7,731
+182% +$990K 0.1% 107
2025
Q4 		$497K Sell
4,239
-375
-8% -$46K 0.04% 167
2025
Q3 		$610K Sell
4,614
-346
-7% -$43K 0.05% 145
2025
Q2 		$517K Sell
4,960
-897
-15% -$90.4K 0.05% 158
2025
Q1 		$602K Sell
5,857
-514
-8% -$55.5K 0.06% 144
2024
Q4 		$694K Sell
6,371
-817
-11% -$106K 0.07% 143
2024
Q3 		$1.03M Sell
7,188
-191
-3% -$24.3K 0.11% 111
2024
Q2 		$812K Sell
7,379
-534
-7% -$60.6K 0.1% 130
2024
Q1 		$954K Sell
7,913
-1,273
-14% -$137K 0.12% 113
2023
Q4 		$948K Sell
9,186
-571
-6% -$48.5K 0.14% 103
2023
Q3 		$723K Buy
+9,757
New +$778K 0.12% 127
2021
Q2 		– Sell
-10,622
Closed -$557K – 204
2021
Q1 		$557K Buy
10,622
+928
+10% +$43.3K 0.14% 120
2020
Q4 		$418K Buy
+9,694
New +$429K 0.12% 140

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors reduced its Pultegroup (PHM) stake by 26% in Q2 2026, selling an estimated $378K and leaving 8,859 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #125.

Strategic Investment Advisors first reported a position in PHM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.41M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Strategic Investment Advisors held 8,859 shares of Pultegroup worth $1.22M as of Q2 2026.
  • Strategic Investment Advisors sold 3,111 Pultegroup shares in Q2 2026, an estimated $378K.
  • Pultegroup made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • Strategic Investment Advisors first reported a position in Pultegroup in Q4 2020 and has held it in 14 quarters since.
  • Strategic Investment Advisors's Pultegroup position peaked at $1.41M in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.