ADEF
PHM icon

Adams Diversified Equity Fund’s Pultegroup PHM Stock Holding History

Adams Diversified Equity Fund’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
Q4 		– Sell
-53,500
Closed -$7.07M – 98
2025
Q3 		$7.07M Buy
+53,500
New +$6.64M 0.24% 88

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adams Diversified Equity Fund's PHM Position: Q4 2025 in Review

Adams Diversified Equity Fund sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 53,500 shares — an estimated $7.07M sold.

Adams Diversified Equity Fund first reported a position in PHM in Q3 2025 and held it in 1 quarter. The position peaked at $7.07M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Adams Diversified Equity Fund reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 53,500 Pultegroup shares in Q4 2025, an estimated $7.07M.
  • Adams Diversified Equity Fund first reported a position in Pultegroup in Q3 2025 and held it in 1 quarter.
  • Adams Diversified Equity Fund's Pultegroup position peaked at $7.07M in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2025, filed 13 Feb 2026.