Barden Capital Management’s Pultegroup PHM Stock Holding History

Barden 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
2025 Q2	–	Sell	-8,351	Closed	-$858K	–	60
2025 Q1	$858K	Buy	8,351 +167	+2%	+$18K	0.76%	50
2024 Q4	$891K	Buy	8,184 +57	+0.7%	+$7.4K	0.76%	48
2024 Q3	$1.17M	Buy	+8,127	New	+$1.03M	1.03%	43

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barden Capital Management's PHM Position: Q2 2025 in Review

Barden Capital Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 8,351 shares — an estimated $858K sold.

Barden Capital Management first reported a position in PHM in Q3 2024 and held it in 3 quarters. The position peaked at $1.17M in Q3 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Barden Capital Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Barden Capital Management sold 8,351 Pultegroup shares in Q2 2025, an estimated $858K.
Barden Capital Management first reported a position in Pultegroup in Q3 2024 and held it in 3 quarters.
Barden Capital Management's Pultegroup position peaked at $1.17M in Q3 2024.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Barden Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.