U.S. Capital Wealth Advisors’s Pultegroup PHM Stock Holding History

U.S. Capital 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 Q1	$322K	Buy	2,740 +196	+8%	+$25.1K	0.01%	800
2025 Q4	$298K	Sell	2,544 -189	-7%	-$23.2K	0.01%	809
2025 Q3	$361K	Buy	2,733 +455	+20%	+$56.5K	0.01%	718
2025 Q2	$240K	Buy	+2,278	New	+$230K	0.01%	782
2025 Q1	–	Sell	-57,996	Closed	-$6.32M	–	883
2024 Q4	$6.32M	Buy	57,996 +56,062	+2,899%	+$7.28M	0.2%	127
2024 Q3	$278K	Buy	+1,934	New	+$246K	0.01%	603
2024 Q2	–	Sell	-2,062	Closed	-$249K	–	705
2024 Q1	$249K	Hold	2,062	–	–	0.01%	604
2023 Q4	$213K	Buy	+2,062	New	+$175K	0.01%	623
2023 Q1	–	Sell	-1,332	Closed	-$60.6K	–	1269
2022 Q4	$60.6K	Buy	+1,332	New	+$56.1K	﹤0.01%	835

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's PHM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Pultegroup (PHM) stake by 7.7% in Q1 2026, buying an estimated $25.1K and bringing the position to 2,740 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #800.

U.S. Capital Wealth Advisors first reported a position in PHM in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.32M in Q4 2024. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

U.S. Capital Wealth Advisors held 2,740 shares of Pultegroup worth $322K as of Q1 2026.
U.S. Capital Wealth Advisors bought 196 Pultegroup shares in Q1 2026, an estimated $25.1K.
Pultegroup made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #800 holding.
U.S. Capital Wealth Advisors first reported a position in Pultegroup in Q4 2022 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Pultegroup position peaked at $6.32M in Q4 2024.
1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.