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United Capital Financial Advisors’s Pultegroup PHM Stock Holding History

United Capital Financial 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 		$1.44M Sell
10,480
-3,321
-24% -$403K 0.01% 674
2026
Q1 		$1.62M Buy
13,801
+3,217
+30% +$412K 0.01% 612
2025
Q4 		$1.24M Buy
10,584
+2,191
+26% +$269K 0.01% 665
2025
Q3 		$1.11M Buy
8,393
+149
+2% +$18.5K 0.01% 612
2025
Q2 		$869K Sell
8,244
-1,053
-11% -$106K 0.01% 632
2025
Q1 		$956K Buy
9,297
+969
+12% +$105K 0.01% 572
2024
Q4 		$907K Buy
8,328
+20
+0.2% +$2.6K 0.01% 575
2024
Q3 		$1.19M Sell
8,308
-164
-2% -$20.9K 0.01% 503
2024
Q2 		$933K Sell
8,472
-67
-0.8% -$7.61K 0.01% 544
2024
Q1 		$1.03M Sell
8,539
-1,129
-12% -$121K 0.01% 553
2023
Q4 		$998K Buy
+9,668
New +$822K 0.01% 563
2022
Q4 		– Sell
-5,709
Closed -$214K – 1094
2022
Q3 		$214K Sell
5,709
-98,101
-95% -$4.13M ﹤0.01% 1001
2022
Q2 		$4.11M Buy
103,810
+7,253
+8% +$305K 0.02% 364
2022
Q1 		$4.05M Buy
96,557
+6,565
+7% +$326K 0.02% 399
2021
Q4 		$5.14M Buy
89,992
+167
+0.2% +$8.56K 0.02% 369
2021
Q3 		$4.13M Buy
89,825
+10,875
+14% +$565K 0.02% 400
2021
Q2 		$4.31M Buy
78,950
+59,790
+312% +$3.34M 0.02% 394
2021
Q1 		$1M Sell
19,160
-1,294
-6% -$60.4K 0.01% 670
2020
Q4 		$882K Sell
20,454
-120,935
-86% -$5.36M 0.01% 705
2020
Q3 		$6.54M Sell
141,389
-9,485
-6% -$406K 0.04% 298
2020
Q2 		$5.13M Buy
150,874
+11,031
+8% +$331K 0.04% 353
2020
Q1 		$3.12M Buy
139,843
+132,669
+1,849% +$5.12M 0.03% 409
2019
Q4 		$278K Buy
+7,174
New +$279K ﹤0.01% 1168
2019
Q3 		– Sell
-9,865
Closed -$312K – 1441
2019
Q2 		$312K Buy
9,865
+1,276
+15% +$39.8K ﹤0.01% 1192
2019
Q1 		$240K Buy
8,589
+315
+4% +$8.58K ﹤0.01% 1211
2018
Q4 		$215K Buy
+8,274
New +$205K ﹤0.01% 1180
2013
Q3 		– Sell
-263,401
Closed -$5M – 733
2013
Q2 		$5M Buy
+263,401
New +$5.47M 0.13% 188

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

United Capital Financial Advisors's PHM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Pultegroup (PHM) stake by 24% in Q2 2026, selling an estimated $403K and leaving 10,480 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #674.

United Capital Financial Advisors first reported a position in PHM in Q2 2013 and has held it in 27 quarters since. The position peaked at $6.54M in Q3 2020. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • United Capital Financial Advisors held 10,480 shares of Pultegroup worth $1.44M as of Q2 2026.
  • United Capital Financial Advisors sold 3,321 Pultegroup shares in Q2 2026, an estimated $403K.
  • Pultegroup made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #674 holding.
  • United Capital Financial Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Pultegroup position peaked at $6.54M in Q3 2020.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.