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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
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 $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

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

Strategic Investment Advisors increased its Pultegroup (PHM) stake by 182% in Q1 2026, buying an estimated $990K and bringing the position to 11,970 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #107.

Strategic Investment Advisors first reported a position in PHM in Q4 2020 and has held it in 13 quarters since. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Strategic Investment Advisors held 11,970 shares of Pultegroup worth $1.41M as of Q1 2026.
  • Strategic Investment Advisors bought 7,731 Pultegroup shares in Q1 2026, an estimated $990K.
  • Pultegroup made up 0.1% of Strategic Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Strategic Investment Advisors first reported a position in Pultegroup in Q4 2020 and has held it in 13 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.