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Valley National Advisers’s Pultegroup PHM Stock Holding History

Valley National Advisers’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 		$2.08M Sell
15,131
-207
-1% -$25.1K 0.23% 84
2026
Q1 		$1.8M Buy
15,338
+139
+0.9% +$17.8K 0.23% 90
2025
Q4 		$1.78M Sell
15,199
-522
-3% -$64K 0.25% 100
2025
Q3 		$2.08M Buy
15,721
+15,683
+41,271% +$1.95M 0.32% 83
2025
Q2 		$4K Sell
38
-5
-12% -$504 ﹤0.01% 673
2025
Q1 		$4K Sell
43
-26
-38% -$2.81K ﹤0.01% 663
2024
Q4 		$7K Buy
+69
New +$8.96K ﹤0.01% 595
2024
Q3 		– Sell
-35
Closed -$3K – 1036
2024
Q2 		$3K Hold
35
– – ﹤0.01% 847
2024
Q1 		$4K Buy
35
+5
+17% +$536 ﹤0.01% 829
2023
Q4 		$3K Buy
+30
New +$2.55K ﹤0.01% 888
2020
Q1 		– Sell
-2,307
Closed -$90K – 817
2019
Q4 		$90K Buy
2,307
+3
+0.1% +$117 0.02% 254
2019
Q3 		$84K Buy
2,304
+3
+0.1% +$100 0.02% 254
2019
Q2 		$73K Buy
2,301
+463
+25% +$14.4K 0.02% 261
2019
Q1 		$51K Buy
1,838
+1,736
+1,702% +$47.3K 0.01% 290
2018
Q4 		$3K Buy
+102
New +$2.52K ﹤0.01% 596
2016
Q4 		– Sell
-18
Closed – – 717
2016
Q3 		$0 Buy
+18
New +$373 ﹤0.01% 703

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

Valley National Advisers's PHM Position: Q2 2026 in Review

Valley National Advisers reduced its Pultegroup (PHM) stake by 1.3% in Q2 2026, selling an estimated $25.1K and leaving 15,131 shares worth $2.08M. The position accounts for 0.23% of the portfolio, ranked #84.

Valley National Advisers first reported a position in PHM in Q3 2016 and has held it in 16 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Valley National Advisers held 15,131 shares of Pultegroup worth $2.08M as of Q2 2026.
  • Valley National Advisers sold 207 Pultegroup shares in Q2 2026, an estimated $25.1K.
  • Pultegroup made up 0.23% of Valley National Advisers's portfolio in Q2 2026, its #84 holding.
  • Valley National Advisers first reported a position in Pultegroup in Q3 2016 and has held it in 16 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.