Applied Finance Capital Management’s Pultegroup PHM Stock Holding History

Applied Finance Capital Management’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	$488K	Sell	3,560 -2,434	-41%	-$296K	0.04%	152
2026 Q1	$705K	Buy	5,994 +4	+0.1%	+$512	0.05%	131
2025 Q4	$702K	Buy	5,990 +1,955	+48%	+$240K	0.05%	134
2025 Q3	$533K	Sell	4,035 -1,061	-21%	-$132K	0.04%	174
2025 Q2	$537K	Sell	5,096 -172	-3%	-$17.3K	0.04%	193
2025 Q1	$542K	Hold	5,268	–	–	0.04%	186
2024 Q4	$574K	Hold	5,268	–	–	0.02%	187
2024 Q3	$756K	Buy	5,268 +290	+6%	+$36.9K	0.03%	155
2024 Q2	$548K	Buy	+4,978	New	+$565K	0.03%	175

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Applied Finance Capital Management's PHM Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Pultegroup (PHM) stake by 41% in Q2 2026, selling an estimated $296K and leaving 3,560 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #152.

Applied Finance Capital Management first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $756K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Applied Finance Capital Management held 3,560 shares of Pultegroup worth $488K as of Q2 2026.
Applied Finance Capital Management sold 2,434 Pultegroup shares in Q2 2026, an estimated $296K.
Pultegroup made up 0.04% of Applied Finance Capital Management's portfolio in Q2 2026, its #152 holding.
Applied Finance Capital Management first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's Pultegroup position peaked at $756K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.