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Stratos Wealth Advisors’s Pultegroup PHM Stock Holding History

Stratos Wealth 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 		$267K Hold
1,947
– – 0.01% 530
2026
Q1 		$229K Sell
1,947
-71
-4% -$9.09K 0.01% 554
2025
Q4 		$237K Sell
2,018
-75
-4% -$9.2K 0.01% 586
2025
Q3 		$277K Sell
2,093
-19
-0.9% -$2.36K 0.01% 572
2025
Q2 		$223K Sell
2,112
-13
-0.6% -$1.31K 0.01% 613
2025
Q1 		$219K Sell
2,125
-13
-0.6% -$1.4K 0.01% 610
2024
Q4 		$233K Sell
2,138
-2
-0.1% -$260 0.01% 640
2024
Q3 		$307K Sell
2,140
-4
-0.2% -$509 0.01% 598
2024
Q2 		$236K Buy
+2,144
New +$243K 0.01% 621

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

Stratos Wealth Advisors's PHM Position: Q2 2026 in Review

Stratos Wealth Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 1,947 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #530.

Stratos Wealth Advisors first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $307K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Stratos Wealth Advisors held 1,947 shares of Pultegroup worth $267K as of Q2 2026.
  • Stratos Wealth Advisors left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #530 holding.
  • Stratos Wealth Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • Stratos Wealth Advisors's Pultegroup position peaked at $307K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.