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 		$1.38M Buy
11,700
+1,000
+9% +$128K ﹤0.01% 748
2025
Q4 		$1.25M Sell
10,700
-4,600
-30% -$564K ﹤0.01% 781
2025
Q3 		$2.02M Buy
15,300
+8,900
+139% +$1.11M ﹤0.01% 760
2025
Q2 		$675K Sell
6,400
-5,100
-44% -$514K ﹤0.01% 1005
2025
Q1 		$1.18M Sell
11,500
-15,300
-57% -$1.65M ﹤0.01% 837
2024
Q4 		$2.92M Buy
26,800
+10,100
+60% +$1.31M 0.01% 722
2024
Q3 		$2.4M Hold
16,700
– – 0.01% 676
2024
Q2 		$1.84M Buy
16,700
+1,300
+8% +$148K 0.01% 755
2024
Q1 		$1.86M Sell
15,400
-1,800
-10% -$193K 0.01% 817
2023
Q4 		$1.78M Buy
17,200
+4,700
+38% +$399K 0.01% 846
2023
Q3 		$926K Buy
12,500
+3,900
+45% +$311K ﹤0.01% 1008
2023
Q2 		$668K Buy
8,600
+2,600
+43% +$176K ﹤0.01% 1028
2023
Q1 		$350K Sell
6,000
-22,600
-79% -$1.22M ﹤0.01% 1120
2022
Q4 		$1.3M Sell
28,600
-4,300
-13% -$181K 0.01% 846
2022
Q3 		$1.23M Buy
32,900
+1,200
+4% +$50.5K 0.01% 939
2022
Q2 		$1.26M Sell
31,700
-19,000
-37% -$800K 0.01% 933
2022
Q1 		$2.12M Sell
50,700
-127,400
-72% -$6.32M 0.01% 1023
2021
Q4 		$10.2M Sell
178,100
-21,800
-11% -$1.12M 0.02% 594
2021
Q3 		$9.18M Buy
199,900
+70,100
+54% +$3.64M 0.02% 650
2021
Q2 		$7.08M Buy
129,800
+21,300
+20% +$1.19M 0.02% 632
2021
Q1 		$5.69M Sell
108,500
-32,500
-23% -$1.52M 0.02% 612
2020
Q4 		$6.08M Sell
141,000
-42,600
-23% -$1.89M 0.02% 537
2020
Q3 		$8.5M Buy
183,600
+19,800
+12% +$847K 0.04% 363
2020
Q2 		$5.57M Buy
163,800
+19,100
+13% +$574K 0.04% 400
2020
Q1 		$3.23M Sell
144,700
-17,700
-11% -$684K 0.05% 388
2019
Q4 		$6.3M Buy
162,400
+41,900
+35% +$1.63M 0.03% 478
2019
Q3 		$4.4M Buy
120,500
+37,400
+45% +$1.24M 0.03% 489
2019
Q2 		$2.63M Buy
83,100
+27,700
+50% +$864K 0.02% 664
2019
Q1 		$1.55M Buy
55,400
+27,600
+99% +$752K 0.01% 688
2018
Q4 		$723K Buy
27,800
+14,700
+112% +$364K 0.01% 722
2018
Q3 		$324K Buy
+13,100
New +$371K ﹤0.01% 898

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.