Position in PHM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,437,960
-$185,175 QoQ
Shares Held
10,480
-24.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#399
of 1,035 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,539,815 across 7 Residential Construction names. PHM ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
25,499 | $4,153,277 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
10,480 | $1,437,960 | |
| 3 | LEN |
Lennar Corp /New/
|
14,062 | $1,272,470 | |
| 4 | NVR |
Nvr Inc
|
112 | $763,100 | |
| 5 | TOL |
Toll Brothers, Inc.
|
3,798 | $625,720 | |
| 6 | KBH |
Kb Home
|
4,590 | $287,288 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
5,097 | $0 |
All Filings in PHM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,960 | 10,480 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,623,135 | 13,801 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,241,079 | 10,584 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,108,967 | 8,393 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $869,412 | 8,244 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $955,731 | 9,297 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $906,919 | 8,328 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,192,447 | 8,308 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $932,767 | 8,472 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,029,974 | 8,539 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $997,930 | 9,668 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $214,087 | 5,709 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,113,990 | 103,810 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,045,738 | 96,557 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,143,942 | 89,992 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,124,764 | 89,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,308,301 | 78,950 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,004,750 | 19,160 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $881,976 | 20,454 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $6,544,896 | 141,389 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,134,242 | 150,874 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,121,295 | 139,843 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||