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Brinker Capital Investments’s Pultegroup PHM Stock Holding History

Brinker Capital Investments’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 		$4.17M Sell
30,374
-1,735
-5% -$211K 0.03% 449
2026
Q1 		$3.78M Sell
32,109
-2,860
-8% -$366K 0.03% 465
2025
Q4 		$4.1M Sell
34,969
-9,721
-22% -$1.19M 0.03% 513
2025
Q3 		$5.9M Buy
44,690
+6,884
+18% +$855K 0.05% 373
2025
Q2 		$3.99M Buy
37,806
+3,818
+11% +$385K 0.03% 473
2025
Q1 		$3.49M Buy
33,988
+1,539
+5% +$166K 0.03% 471
2024
Q4 		$3.53M Buy
32,449
+1,429
+5% +$186K 0.04% 436
2024
Q3 		$4.45M Sell
31,020
-3,686
-11% -$469K 0.04% 364
2024
Q2 		$3.82M Buy
34,706
+3,787
+12% +$430K 0.04% 392
2024
Q1 		$3.73M Sell
30,919
-5,359
-15% -$575K 0.04% 407
2023
Q4 		$3.76M Sell
36,278
-7,123
-16% -$605K 0.04% 378
2023
Q3 		$3.21M Buy
43,401
+612
+1% +$48.8K 0.04% 409
2023
Q2 		$3.32M Buy
42,789
+4,670
+12% +$317K 0.04% 448
2023
Q1 		$2.22M Buy
38,119
+19,654
+106% +$1.06M 0.03% 549
2022
Q4 		$841K Buy
18,465
+86
+0.5% +$3.62K 0.02% 790
2022
Q3 		$689K Buy
18,379
+958
+5% +$40.3K 0.01% 840
2022
Q2 		$690K Buy
17,421
+721
+4% +$30.4K 0.01% 867
2022
Q1 		$700K Sell
16,700
-1,623
-9% -$80.5K 0.01% 926
2021
Q4 		$1.05M Buy
18,323
+5,863
+47% +$301K 0.02% 803
2021
Q3 		$680K Hold
12,460
– – 0.01% 887
2021
Q2 		$680K Buy
12,460
+902
+8% +$50.4K 0.01% 941
2021
Q1 		$606K Buy
+11,558
New +$539K 0.01% 858
2018
Q3 		– Sell
-230
Closed -$7K – 682
2018
Q2 		$7K Buy
+230
New +$6.92K ﹤0.01% 514

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brinker Capital Investments's PHM Position: Q2 2026 in Review

Brinker Capital Investments reduced its Pultegroup (PHM) stake by 5.4% in Q2 2026, selling an estimated $211K and leaving 30,374 shares worth $4.17M. The position accounts for 0.03% of the portfolio, ranked #449.

Brinker Capital Investments first reported a position in PHM in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.9M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Brinker Capital Investments held 30,374 shares of Pultegroup worth $4.17M as of Q2 2026.
  • Brinker Capital Investments sold 1,735 Pultegroup shares in Q2 2026, an estimated $211K.
  • Pultegroup made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #449 holding.
  • Brinker Capital Investments first reported a position in Pultegroup in Q2 2018 and has held it in 23 quarters since.
  • Brinker Capital Investments's Pultegroup position peaked at $5.9M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.