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Virtus Investment Advisers’s Pultegroup PHM Stock Holding History

Virtus Investment 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 		$1.93M Sell
14,048
-1,271
-8% -$154K 0.45% 56
2026
Q1 		$1.8M Buy
+15,319
New +$1.96M 0.5% 58
2024
Q4 		– Sell
-4,261
Closed -$612K – 395
2024
Q3 		$612K Sell
4,261
-2,062
-33% -$262K 0.48% 54
2024
Q2 		$696K Sell
6,323
-1,291
-17% -$147K 0.59% 48
2024
Q1 		$918K Sell
7,614
-572
-7% -$61.4K 0.66% 38
2023
Q4 		$845K Buy
8,186
+2,260
+38% +$192K 0.63% 37
2023
Q3 		$439K Sell
5,926
-693
-10% -$55.2K 0.3% 90
2023
Q2 		$514K Buy
+6,619
New +$449K 0.35% 85
2018
Q1 		– Sell
-68,904
Closed -$2.29M – 333
2017
Q4 		$2.29M Buy
68,904
+62,877
+1,043% +$1.95M 0.25% 129
2017
Q3 		$165K Sell
6,027
-617
-9% -$15.6K 0.02% 431
2017
Q2 		$163K Sell
6,644
-889
-12% -$20.7K 0.02% 443
2017
Q1 		$177K Sell
7,533
-1,490
-17% -$32.1K 0.02% 416
2016
Q4 		$166K Sell
9,023
-150,037
-94% -$2.85M 0.01% 441
2016
Q3 		$3.19M Buy
+159,060
New +$3.3M 0.2% 162

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

Virtus Investment Advisers's PHM Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Pultegroup (PHM) stake by 8.3% in Q2 2026, selling an estimated $154K and leaving 14,048 shares worth $1.93M. The position accounts for 0.45% of the portfolio, ranked #56.

Virtus Investment Advisers first reported a position in PHM in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.19M in Q3 2016. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Virtus Investment Advisers held 14,048 shares of Pultegroup worth $1.93M as of Q2 2026.
  • Virtus Investment Advisers sold 1,271 Pultegroup shares in Q2 2026, an estimated $154K.
  • Pultegroup made up 0.45% of Virtus Investment Advisers's portfolio in Q2 2026, its #56 holding.
  • Virtus Investment Advisers first reported a position in Pultegroup in Q3 2016 and has held it in 14 quarters since.
  • Virtus Investment Advisers's Pultegroup position peaked at $3.19M in Q3 2016.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.