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Caldwell Sutter Capital’s Pultegroup PHM Stock Holding History

Caldwell Sutter Capital’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 		$9.47K Hold
69
– – ﹤0.01% 618
2026
Q1 		$8.12K Hold
69
– – ﹤0.01% 585
2025
Q4 		$8.09K Hold
69
– – ﹤0.01% 580
2025
Q3 		$9.12K Hold
69
– – ﹤0.01% 563
2025
Q2 		$7.28K Hold
69
– – ﹤0.01% 578
2025
Q1 		$7.09K Hold
69
– – ﹤0.01% 583
2024
Q4 		$7.51K Hold
69
– – ﹤0.01% 585
2024
Q3 		$9.9K Hold
69
– – ﹤0.01% 555
2024
Q2 		$7.6K Hold
69
– – ﹤0.01% 585
2024
Q1 		$8.32K Hold
69
– – ﹤0.01% 562
2023
Q4 		$7.12K Hold
69
– – ﹤0.01% 580
2023
Q3 		$5.11K Hold
69
– – ﹤0.01% 599
2023
Q2 		$5.36K Buy
+69
New +$4.68K ﹤0.01% 596

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

Caldwell Sutter Capital's PHM Position: Q2 2026 in Review

Caldwell Sutter Capital held its Pultegroup (PHM) position steady in Q2 2026 at 69 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Caldwell Sutter Capital first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.9K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Caldwell Sutter Capital held 69 shares of Pultegroup worth $9.47K as of Q2 2026.
  • Caldwell Sutter Capital left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #618 holding.
  • Caldwell Sutter Capital first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Pultegroup position peaked at $9.9K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.