Capstone Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-15,555
| Closed | -$1.91M | – | 1944 |
|
|
2025
Q3 | $2.06M | Buy |
15,555
+13,083
| +529% | +$1.62M | ﹤0.01% | 753 |
|
|
2025
Q2 | $261K | Sell |
2,472
-1,024
| -29% | -$103K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $359K | Sell |
3,496
-1,112
| -24% | -$120K | ﹤0.01% | 1148 |
|
|
2024
Q4 | $502K | Buy |
4,608
+4,139
| +883% | +$537K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $67.3K | Sell |
469
-6,162
| -93% | -$783K | ﹤0.01% | 1771 |
|
|
2024
Q2 | $730K | Buy |
6,631
+2,558
| +63% | +$290K | ﹤0.01% | 1122 |
|
|
2024
Q1 | $491K | Buy |
4,073
+834
| +26% | +$89.5K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $334K | Buy |
3,239
+550
| +20% | +$46.7K | ﹤0.01% | 1546 |
|
|
2023
Q3 | $199K | Buy |
2,689
+1,158
| +76% | +$92.3K | ﹤0.01% | 1815 |
|
|
2023
Q2 | $119K | Buy |
1,531
+1,518
| +11,677% | +$103K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $758 | Sell |
13
-14,623
| -100% | -$790K | ﹤0.01% | 1510 |
|
|
2022
Q4 | $666K | Sell |
14,636
-5,915
| -29% | -$249K | ﹤0.01% | 1045 |
|
|
2022
Q3 | $771K | Buy |
20,551
+15,945
| +346% | +$671K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $183K | Sell |
4,606
-8,240
| -64% | -$347K | ﹤0.01% | 1435 |
|
|
2022
Q1 | $538K | Buy |
+12,846
| New | +$637K | ﹤0.01% | 1469 |
|
|
2021
Q4 | – | Sell |
-43,601
| Closed | -$2.24M | – | 2042 |
|
|
2021
Q3 | $2M | Buy |
+43,601
| New | +$2.27M | ﹤0.01% | 1193 |
|
|
2020
Q3 | – | Sell |
-33,348
| Closed | -$1.43M | – | 1441 |
|
|
2020
Q2 | $1.14M | Sell |
33,348
-31,437
| -49% | -$944K | 0.01% | 883 |
|
|
2020
Q1 | $1.45M | Buy |
64,785
+58,227
| +888% | +$2.25M | 0.02% | 610 |
|
|
2019
Q4 | $254K | Buy |
+6,558
| New | +$255K | ﹤0.01% | 1235 |
|
|
2019
Q3 | – | Sell |
-668
| Closed | -$22.2K | – | 1423 |
|
|
2019
Q2 | $21K | Sell |
668
-3,971
| -86% | -$124K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $130K | Buy |
+4,639
| New | +$126K | ﹤0.01% | 1181 |
|
|
2018
Q4 | – | Sell |
-5,320
| Closed | -$132K | – | 1341 |
|
|
2018
Q3 | $132K | Buy |
+5,320
| New | +$151K | ﹤0.01% | 1092 |
|
|
2017
Q1 | – | Sell |
-83,106
| Closed | -$1.53M | – | 1064 |
|
|
2016
Q4 | $1.53M | Buy |
83,106
+59,492
| +252% | +$1.13M | 0.05% | 338 |
|
|
2016
Q3 | $473K | Buy |
+23,614
| New | +$490K | 0.01% | 522 |
|
|
2016
Q2 | – | Sell |
-99,999
| Closed | -$1.87M | – | 820 |
|
|
2016
Q1 | $1.87M | Buy |
+99,999
| New | +$1.71M | 0.06% | 202 |
|
|
2015
Q4 | – | Sell |
-11,200
| Closed | -$211K | – | 530 |
|
|
2015
Q3 | $211K | Buy |
+11,200
| New | +$228K | ﹤0.01% | 369 |
|
Other funds holding PHM
VCM
VPM
GA
Capstone Investment Advisors's PHM Position: Q4 2025 in Review
Capstone Investment Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 15,555 shares — an estimated $1.91M sold.
Capstone Investment Advisors first reported a position in PHM in Q3 2015 and held it in 26 quarters. The position peaked at $2.06M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.
- Capstone Investment Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 15,555 Pultegroup shares in Q4 2025, an estimated $1.91M.
- Capstone Investment Advisors first reported a position in Pultegroup in Q3 2015 and held it in 26 quarters.
- Capstone Investment Advisors's Pultegroup position peaked at $2.06M in Q3 2025.
- 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.
Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.