Unison Advisors’s Pultegroup PHM Stock Holding History

Unison 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 Q3	$1.24M	Buy	10,640 +21	+0.2%	+$2.64K	0.09%	94
2026 Q2	$1.46M	Buy	10,619 +20	+0.2%	+$2.43K	0.1%	84
2026 Q1	$1.25M	Buy	10,599 +9	+0.1%	+$1.15K	0.09%	87
2025 Q4	$1.24M	Buy	10,590 +18	+0.2%	+$2.21K	0.11%	84
2025 Q3	$1.4M	Buy	10,572 +20	+0.2%	+$2.48K	0.13%	77
2025 Q2	$1.12M	Buy	10,552 +23	+0.2%	+$2.32K	0.12%	82
2025 Q1	$1.08M	Buy	10,529 +17	+0.2%	+$1.84K	0.14%	79
2024 Q4	$1.15M	Buy	10,512 +13	+0.1%	+$1.69K	0.14%	78
2024 Q3	$1.51M	Buy	10,499 +19	+0.2%	+$2.42K	0.18%	73
2024 Q2	$1.16M	Buy	10,480 +18	+0.2%	+$2.04K	0.15%	79
2024 Q1	$1.26M	Buy	10,462 +16	+0.2%	+$1.72K	0.12%	78
2023 Q4	$1.08M	Buy	10,446 +22	+0.2%	+$1.87K	0.11%	81
2023 Q3	$774K	Buy	10,424 +20	+0.2%	+$1.59K	0.09%	94
2023 Q2	$810K	Buy	10,404 +27	+0.3%	+$1.83K	0.09%	88
2023 Q1	$606K	Buy	10,377 +39	+0.4%	+$2.11K	0.07%	111
2022 Q4	$472K	Buy	10,338 +28	+0.3%	+$1.18K	0.06%	134
2022 Q3	$388K	Buy	10,310 +2,523	+32%	+$106K	0.07%	140
2022 Q2	$310K	Hold	7,787	–	–	0.08%	144
2022 Q1	$328K	Buy	+7,787	New	+$386K	0.08%	149

Other funds holding PHM

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Unison Advisors's PHM Position: Q3 2026 in Review

Unison Advisors increased its Pultegroup (PHM) stake by 0.2% in Q3 2026, buying an estimated $2.64K and bringing the position to 10,640 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #94.

Unison Advisors first reported a position in PHM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.51M in Q3 2024. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Unison Advisors held 10,640 shares of Pultegroup worth $1.24M as of Q3 2026.
Unison Advisors bought 21 Pultegroup shares in Q3 2026, an estimated $2.64K.
Pultegroup made up 0.09% of Unison Advisors's portfolio in Q3 2026, its #94 holding.
Unison Advisors first reported a position in Pultegroup in Q1 2022 and has held it in 19 quarters since.
Unison Advisors's Pultegroup position peaked at $1.51M in Q3 2024.
509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.