Capstone Investment Advisors
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Capstone Investment Advisors’s Pultegroup PHM Stock Holding History

Capstone Investment 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
2026
Q1 		– Sell
-2,100
Closed -$246K – 1794
2025
Q4 		$246K Sell
2,100
-1,000
-32% -$123K ﹤0.01% 1436
2025
Q3 		$410K Buy
3,100
+500
+19% +$62.1K ﹤0.01% 1505
2025
Q2 		$274K Sell
2,600
-3,600
-58% -$363K ﹤0.01% 1429
2025
Q1 		$637K Sell
6,200
-4,500
-42% -$486K ﹤0.01% 1018
2024
Q4 		$1.17M Buy
10,700
+2,200
+26% +$286K ﹤0.01% 1016
2024
Q3 		$1.22M Buy
8,500
+1,600
+23% +$203K ﹤0.01% 898
2024
Q2 		$760K Buy
6,900
+1,200
+21% +$136K ﹤0.01% 1099
2024
Q1 		$688K Sell
5,700
-1,700
-23% -$182K ﹤0.01% 1382
2023
Q4 		$764K Buy
7,400
+4,100
+124% +$348K ﹤0.01% 1156
2023
Q3 		$244K Buy
3,300
+800
+32% +$63.8K ﹤0.01% 1710
2023
Q2 		$194K Buy
2,500
+400
+19% +$27.1K ﹤0.01% 1559
2023
Q1 		$122K Sell
2,100
-14,000
-87% -$756K ﹤0.01% 1344
2022
Q4 		$733K Buy
16,100
+700
+5% +$29.5K 0.01% 1024
2022
Q3 		$578K Sell
15,400
-1,100
-7% -$46.3K ﹤0.01% 1214
2022
Q2 		$654K Sell
16,500
-7,800
-32% -$329K ﹤0.01% 1161
2022
Q1 		$1.02M Sell
24,300
-23,800
-49% -$1.18M ﹤0.01% 1306
2021
Q4 		$2.75M Sell
48,100
-1,000
-2% -$51.3K ﹤0.01% 1024
2021
Q3 		$2.25M Buy
49,100
+14,700
+43% +$764K ﹤0.01% 1149
2021
Q2 		$1.88M Buy
34,400
+7,300
+27% +$408K ﹤0.01% 1058
2021
Q1 		$1.42M Buy
27,100
+3,300
+14% +$154K ﹤0.01% 1029
2020
Q4 		$1.03M Buy
23,800
+600
+3% +$26.6K ﹤0.01% 1071
2020
Q3 		$1.07M Buy
23,200
+4,400
+23% +$188K 0.01% 995
2020
Q2 		$640K Sell
18,800
-2,400
-11% -$72.1K ﹤0.01% 1031
2020
Q1 		$473K Buy
21,200
+400
+2% +$15.4K 0.01% 901
2019
Q4 		$807K Sell
20,800
-10,200
-33% -$396K ﹤0.01% 1044
2019
Q3 		$1.13M Buy
31,000
+12,700
+69% +$423K 0.01% 899
2019
Q2 		$579K Buy
18,300
+7,300
+66% +$228K ﹤0.01% 1081
2019
Q1 		$308K Buy
11,000
+8,800
+400% +$240K ﹤0.01% 1068
2018
Q4 		$57K Buy
2,200
+1,700
+340% +$42K ﹤0.01% 1174
2018
Q3 		$12K Buy
+500
New +$14.2K ﹤0.01% 1266

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.