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Callan Family Office’s Pultegroup PHM Stock Holding History

Callan Family Office’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 		$747K Buy
5,441
+210
+4% +$25.5K 0.01% 683
2026
Q1 		$615K Buy
5,231
+2
+0% +$256 0.01% 701
2025
Q4 		$613K Buy
5,229
+927
+22% +$114K 0.01% 708
2025
Q3 		$568K Sell
4,302
-113
-3% -$14K 0.02% 496
2025
Q2 		$466K Buy
4,415
+2,167
+96% +$218K 0.01% 611
2025
Q1 		$231K Sell
2,248
-164
-7% -$17.7K 0.02% 497
2024
Q4 		$263K Buy
+2,412
New +$313K 0.02% 526

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

Callan Family Office's PHM Position: Q2 2026 in Review

Callan Family Office increased its Pultegroup (PHM) stake by 4% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,441 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #683.

Callan Family Office first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Callan Family Office held 5,441 shares of Pultegroup worth $747K as of Q2 2026.
  • Callan Family Office bought 210 Pultegroup shares in Q2 2026, an estimated $25.5K.
  • Pultegroup made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #683 holding.
  • Callan Family Office first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.