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Brookstone Capital Management’s Pultegroup PHM Stock Holding History

Brookstone 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
2026
Q2 		– Sell
-5,861
Closed -$689K – 1357
2026
Q1 		$689K Buy
5,861
+267
+5% +$34.2K 0.01% 763
2025
Q4 		$656K Buy
5,594
+118
+2% +$14.5K 0.01% 771
2025
Q3 		$724K Buy
5,476
+3,224
+143% +$400K 0.01% 709
2025
Q2 		$237K Buy
+2,252
New +$227K ﹤0.01% 966
2024
Q4 		– Sell
-1,860
Closed -$267K – 1038
2024
Q3 		$267K Buy
+1,860
New +$236K ﹤0.01% 874

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

Brookstone Capital Management's PHM Position: Q2 2026 in Review

Brookstone Capital Management sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 5,861 shares — an estimated $689K sold.

Brookstone Capital Management first reported a position in PHM in Q3 2024 and held it in 5 quarters. The position peaked at $724K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Brookstone Capital Management reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 5,861 Pultegroup shares in Q2 2026, an estimated $689K.
  • Brookstone Capital Management first reported a position in Pultegroup in Q3 2024 and held it in 5 quarters.
  • Brookstone Capital Management's Pultegroup position peaked at $724K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.