Baird Financial Group’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.64M Sell
13,948
-852
-6% -$109K ﹤0.01% 1113
2025
Q4
$1.74M Sell
14,800
-12,959
-47% -$1.59M ﹤0.01% 1085
2025
Q3
$3.67M Sell
27,759
-1,301
-4% -$162K 0.01% 845
2025
Q2
$3.06M Buy
29,060
+2,164
+8% +$218K 0.01% 872
2025
Q1
$2.76M Sell
26,896
-4,274
-14% -$462K 0.01% 873
2024
Q4
$3.39M Buy
31,170
+293
+0.9% +$38K 0.01% 807
2024
Q3
$4.43M Sell
30,877
-1,404
-4% -$179K 0.01% 712
2024
Q2
$3.55M Sell
32,281
-45,991
-59% -$5.22M 0.01% 771
2024
Q1
$9.44M Buy
78,272
+62,059
+383% +$6.66M 0.02% 483
2023
Q4
$1.67M Sell
16,213
-942
-5% -$80K ﹤0.01% 981
2023
Q3
$1.27M Buy
17,155
+5,396
+46% +$430K ﹤0.01% 1047
2023
Q2
$913K Sell
11,759
-231
-2% -$15.7K ﹤0.01% 1139
2023
Q1
$699K Sell
11,990
-452
-4% -$24.4K ﹤0.01% 1205
2022
Q4
$566K Sell
12,442
-673
-5% -$28.4K ﹤0.01% 1248
2022
Q3
$492K Sell
13,115
-7,088
-35% -$298K ﹤0.01% 1292
2022
Q2
$801K Buy
20,203
+5,914
+41% +$249K ﹤0.01% 1172
2022
Q1
$599K Sell
14,289
-5,039
-26% -$250K ﹤0.01% 1342
2021
Q4
$1.1M Buy
19,328
+9,335
+93% +$479K ﹤0.01% 1165
2021
Q3
$459K Sell
9,993
-784
-7% -$40.7K ﹤0.01% 1500
2021
Q2
$588K Sell
10,777
-2,082
-16% -$116K ﹤0.01% 1356
2021
Q1
$674K Buy
12,859
+1,096
+9% +$51.2K ﹤0.01% 1272
2020
Q4
$507K Buy
11,763
+426
+4% +$18.9K ﹤0.01% 1223
2020
Q3
$525K Buy
11,337
+3
+0% +$128 ﹤0.01% 1138
2020
Q2
$386K Sell
11,334
-11,319
-50% -$340K ﹤0.01% 1215
2020
Q1
$505K Sell
22,653
-16,615
-42% -$642K ﹤0.01% 1062
2019
Q4
$1.52M Sell
39,268
-3,548
-8% -$138K 0.01% 856
2019
Q3
$1.56M Sell
42,816
-6,249
-13% -$208K 0.01% 853
2019
Q2
$1.55M Buy
+49,065
New +$1.53M 0.01% 854
2016
Q4
Sell
-21,705
Closed -$435K 1241
2016
Q3
$435K Sell
21,705
-1,480
-6% -$30.7K ﹤0.01% 967
2016
Q2
$453K Buy
+23,185
New +$430K ﹤0.01% 940

Other funds holding PHM

Baird Financial Group's PHM Position: Q1 2026 in Review

Baird Financial Group reduced its Pultegroup (PHM) stake by 5.8% in Q1 2026, selling an estimated $109K and leaving 13,948 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Baird Financial Group first reported a position in PHM in Q2 2016 and has held it in 30 quarters since. The position peaked at $9.44M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Baird Financial Group held 13,948 shares of Pultegroup worth $1.64M as of Q1 2026.
  • Baird Financial Group sold 852 Pultegroup shares in Q1 2026, an estimated $109K.
  • Pultegroup made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1113 holding.
  • Baird Financial Group first reported a position in Pultegroup in Q2 2016 and has held it in 30 quarters since.
  • Baird Financial Group's Pultegroup position peaked at $9.44M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.