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Advus Financial Partners, LLC’s Pultegroup PHM Stock Holding History

Advus Financial Partners, LLC’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 		$667K Buy
4,858
+354
+8% +$43K 0.15% 105
2026
Q1 		$530K Buy
4,504
+1,155
+34% +$148K 0.13% 116
2025
Q4 		$393K Sell
3,349
-777
-19% -$95.3K 0.1% 150
2025
Q3 		$545K Buy
4,126
+501
+14% +$62.2K 0.13% 116
2025
Q2 		$382K Sell
3,625
-195
-5% -$19.6K 0.1% 151
2025
Q1 		$393K Buy
3,820
+1,360
+55% +$147K 0.11% 132
2024
Q4 		$268K Sell
2,460
-409
-14% -$53.1K 0.08% 185
2024
Q3 		$412K Buy
2,869
+762
+36% +$96.9K 0.12% 118
2024
Q2 		$232K Buy
+2,107
New +$239K 0.07% 185

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

Advus Financial Partners, LLC's PHM Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Pultegroup (PHM) stake by 7.9% in Q2 2026, buying an estimated $43K and bringing the position to 4,858 shares worth $667K. The position accounts for 0.15% of the portfolio, ranked #105.

Advus Financial Partners, LLC first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Advus Financial Partners, LLC held 4,858 shares of Pultegroup worth $667K as of Q2 2026.
  • Advus Financial Partners, LLC bought 354 Pultegroup shares in Q2 2026, an estimated $43K.
  • Pultegroup made up 0.15% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #105 holding.
  • Advus Financial Partners, LLC first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.