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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Unison Advisors's PHM Position: Q2 2026 in Review

Unison Advisors increased its Pultegroup (PHM) stake by 0.19% in Q2 2026, buying an estimated $2.43K and bringing the position to 10,619 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #84.

Unison Advisors first reported a position in PHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2024. 252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Unison Advisors held 10,619 shares of Pultegroup worth $1.46M as of Q2 2026.
Unison Advisors bought 20 Pultegroup shares in Q2 2026, an estimated $2.43K.
Pultegroup made up 0.1% of Unison Advisors's portfolio in Q2 2026, its #84 holding.
Unison Advisors first reported a position in Pultegroup in Q1 2022 and has held it in 18 quarters since.
Unison Advisors's Pultegroup position peaked at $1.51M in Q3 2024.
252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.