AG
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Algert Global’s Pultegroup PHM Stock Holding History

Algert Global’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
-3,149
Closed -$332K – 1294
2025
Q2 		$332K Buy
3,149
+200
+7% +$20.1K 0.01% 1011
2025
Q1 		$303K Buy
+2,949
New +$319K 0.01% 1009
2024
Q4 		– Sell
-3,633
Closed -$521K – 1289
2024
Q3 		$521K Buy
3,633
+596
+20% +$75.8K 0.01% 888
2024
Q2 		$334K Buy
+3,037
New +$345K 0.01% 1077
2024
Q1 		– Sell
-2,904
Closed -$300K – 1220
2023
Q4 		$300K Sell
2,904
-250
-8% -$21.2K 0.01% 940
2023
Q3 		$234K Sell
3,154
-18,531
-85% -$1.48M 0.01% 940
2023
Q2 		$1.68M Sell
21,685
-3,041
-12% -$206K 0.07% 453
2023
Q1 		$1.44M Buy
+24,726
New +$1.34M 0.07% 474

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 $462B AUM 39.16% 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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algert Global's PHM Position: Q3 2025 in Review

Algert Global sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 3,149 shares — an estimated $332K sold.

Algert Global first reported a position in PHM in Q1 2023 and held it in 8 quarters. The position peaked at $1.68M in Q2 2023. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Algert Global reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 3,149 Pultegroup shares in Q3 2025, an estimated $332K.
  • Algert Global first reported a position in Pultegroup in Q1 2023 and held it in 8 quarters.
  • Algert Global's Pultegroup position peaked at $1.68M in Q2 2023.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.