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3Chopt Investment Partners’s Pultegroup PHM Stock Holding History

3Chopt Investment Partners’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
2025
Q3 		– Sell
-2,456
Closed -$260K – 238
2025
Q2 		$260K Sell
2,456
-21,757
-90% -$2.19M 0.06% 191
2025
Q1 		$2.49M Sell
24,213
-2,350
-9% -$254K 0.65% 40
2024
Q4 		$2.9M Buy
26,563
+553
+2% +$71.8K 1% 33
2024
Q3 		$3.74M Sell
26,010
-69
-0.3% -$8.77K 1.34% 17
2024
Q2 		$2.88M Buy
26,079
+1,514
+6% +$172K 0.88% 27
2024
Q1 		$2.97M Buy
24,565
+5,884
+31% +$631K 1.22% 21
2023
Q4 		$1.93M Buy
+18,681
New +$1.59M 0.71% 43

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

3Chopt Investment Partners's PHM Position: Q3 2025 in Review

3Chopt Investment Partners sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 2,456 shares — an estimated $260K sold.

3Chopt Investment Partners first reported a position in PHM in Q4 2023 and held it in 7 quarters. The position peaked at $3.74M in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • 3Chopt Investment Partners reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,456 Pultegroup shares in Q3 2025, an estimated $260K.
  • 3Chopt Investment Partners first reported a position in Pultegroup in Q4 2023 and held it in 7 quarters.
  • 3Chopt Investment Partners's Pultegroup position peaked at $3.74M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on 3Chopt Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.