Bristlecone Advisors’s Pultegroup PHM Stock Holding History

Bristlecone Advisors’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 Q3	$237K	Buy	+1,792	New	+$223K	0.02%	221
2025 Q2	–	Sell	-2,479	Closed	-$255K	–	348
2025 Q1	$255K	Hold	2,479	–	–	0.02%	251
2024 Q4	$270K	Buy	2,479 +799	+48%	+$104K	0.02%	251
2024 Q3	$241K	Buy	+1,680	New	+$214K	0.02%	256
2022 Q1	–	Sell	-4,230	Closed	-$242K	–	235
2021 Q4	$242K	Buy	+4,230	New	+$217K	0.03%	208
2021 Q3	–	Sell	-4,230	Closed	-$231K	–	219
2021 Q2	$231K	Hold	4,230	–	–	0.03%	201
2021 Q1	$222K	Buy	+4,230	New	+$197K	0.03%	197

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bristlecone Advisors's PHM Position: Q3 2025 in Review

Bristlecone Advisors opened a new position in Pultegroup (PHM) in Q3 2025: 1,792 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Bristlecone Advisors previously reported a position in PHM as recently as Q1 2025.

Bristlecone Advisors first reported a position in PHM in Q1 2021 and has held it in 7 quarters since. The position peaked at $270K in Q4 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Bristlecone Advisors held 1,792 shares of Pultegroup worth $237K as of Q3 2025.
Pultegroup was a new Bristlecone Advisors position in Q3 2025.
Pultegroup made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #221 holding.
Bristlecone Advisors first reported a position in Pultegroup in Q1 2021 and has held it in 7 quarters since.
Bristlecone Advisors's Pultegroup position peaked at $270K in Q4 2024.
984 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.