World Investment Advisors’s Pultegroup PHM Stock Holding History

World Investment 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	$416K	Sell	3,488 -424	-11%	-$51.5K	0.01%	1036
2026 Q1	$460K	Sell	3,912 -10	-0.3%	-$1.28K	0.01%	1026
2025 Q4	$460K	Sell	3,922 -358	-8%	-$43.9K	0.01%	959
2025 Q3	$566K	Buy	4,280 +295	+7%	+$36.6K	0.01%	729
2025 Q2	$420K	Buy	3,985 +428	+12%	+$43.1K	0.01%	794
2025 Q1	$366K	Sell	3,557 -8,490	-70%	-$917K	0.01%	796
2024 Q4	$1.31M	Buy	12,047 +2,532	+27%	+$329K	0.04%	415
2024 Q3	$1.37M	Buy	9,515 +1,706	+22%	+$217K	0.04%	367
2024 Q2	$860K	Buy	7,809 +2,565	+49%	+$291K	0.05%	296
2024 Q1	$633K	Buy	+5,244	New	+$563K	0.09%	184

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

World Investment Advisors's PHM Position: Q2 2026 in Review

World Investment Advisors reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $51.5K and leaving 3,488 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1036.

World Investment Advisors first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

World Investment Advisors held 3,488 shares of Pultegroup worth $416K as of Q2 2026.
World Investment Advisors sold 424 Pultegroup shares in Q2 2026, an estimated $51.5K.
Pultegroup made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1036 holding.
World Investment Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Pultegroup position peaked at $1.37M in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.