Baker Avenue Asset Management’s Pultegroup PHM Stock Holding History

Baker Avenue Asset 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	$746K	Sell	5,440 -1,107	-17%	-$134K	0.01%	377
2026 Q1	$770K	Sell	6,547 -883	-12%	-$113K	0.02%	322
2025 Q4	$871K	Buy	7,430 +1,020	+16%	+$125K	0.02%	272
2025 Q3	$847K	Buy	6,410 +2,133	+50%	+$265K	0.02%	272
2025 Q2	$451K	Buy	4,277 +255	+6%	+$25.7K	0.01%	317
2025 Q1	$413K	Buy	4,022 +1,143	+40%	+$123K	0.01%	320
2024 Q4	$314K	Buy	2,879 +5	+0.2%	+$649	0.01%	351
2024 Q3	$413K	Buy	+2,874	New	+$365K	0.01%	309
2023 Q4	–	Sell	-12,965	Closed	-$960K	–	1182
2023 Q3	$960K	Buy	12,965 +565	+5%	+$45K	0.05%	205
2023 Q2	$963K	Buy	12,400 +876	+8%	+$59.4K	0.05%	190
2023 Q1	$672K	Buy	11,524 +10,543	+1,075%	+$569K	0.04%	222
2022 Q4	$44.7K	Buy	+981	New	+$41.3K	﹤0.01%	511

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

Baker Avenue Asset Management's PHM Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Pultegroup (PHM) stake by 17% in Q2 2026, selling an estimated $134K and leaving 5,440 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #377.

Baker Avenue Asset Management first reported a position in PHM in Q4 2022 and has held it in 12 quarters since. The position peaked at $963K in Q2 2023. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Baker Avenue Asset Management held 5,440 shares of Pultegroup worth $746K as of Q2 2026.
Baker Avenue Asset Management sold 1,107 Pultegroup shares in Q2 2026, an estimated $134K.
Pultegroup made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #377 holding.
Baker Avenue Asset Management first reported a position in Pultegroup in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Pultegroup position peaked at $963K in Q2 2023.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.