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Vident Advisory’s Pultegroup PHM Stock Holding History

Vident Advisory’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 		$4.52M Buy
38,399
+3,080
+9% +$394K 0.04% 380
2025
Q4 		$4.14M Buy
35,319
+14,572
+70% +$1.79M 0.04% 389
2025
Q3 		$2.74M Buy
20,747
+730
+4% +$90.7K 0.03% 461
2025
Q2 		$2.11M Sell
20,017
-3,164
-14% -$319K 0.02% 488
2025
Q1 		$2.38M Buy
23,181
+7,265
+46% +$785K 0.03% 420
2024
Q4 		$1.73M Buy
15,916
+472
+3% +$61.3K 0.03% 456
2024
Q3 		$2.22M Buy
15,444
+2,020
+15% +$257K 0.06% 365
2024
Q2 		$1.48M Sell
13,424
-129,802
-91% -$14.7M 0.04% 470
2024
Q1 		$17.3M Buy
143,226
+132,689
+1,259% +$14.2M 0.36% 72
2023
Q4 		$1.09M Buy
10,537
+1,125
+12% +$95.6K 0.03% 534
2023
Q3 		$697K Buy
+9,412
New +$750K 0.02% 610

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vident Advisory's PHM Position: Q1 2026 in Review

Vident Advisory increased its Pultegroup (PHM) stake by 8.7% in Q1 2026, buying an estimated $394K and bringing the position to 38,399 shares worth $4.52M. The position accounts for 0.04% of the portfolio, ranked #380.

Vident Advisory first reported a position in PHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.3M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Vident Advisory held 38,399 shares of Pultegroup worth $4.52M as of Q1 2026.
  • Vident Advisory bought 3,080 Pultegroup shares in Q1 2026, an estimated $394K.
  • Pultegroup made up 0.04% of Vident Advisory's portfolio in Q1 2026, its #380 holding.
  • Vident Advisory first reported a position in Pultegroup in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Pultegroup position peaked at $17.3M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.