Caption Management’s Pultegroup PHM Stock Holding History

Caption Management’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
2025 Q4	–	Sell	-9,300	Closed	-$1.14M	–	1966
2025 Q3	$1.23M	Buy	+9,300	New	+$1.16M	0.01%	1037
2023 Q4	–	Sell	-9,800	Closed	-$726K	–	1583
2023 Q3	$726K	Buy	9,800 +7,300	+292%	+$582K	0.01%	856
2023 Q2	$194K	Buy	+2,500	New	+$169K	﹤0.01%	940
2021 Q1	–	Sell	-10,000	Closed	-$431K	–	1313
2020 Q4	$431K	Buy	+10,000	New	+$443K	0.01%	759

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Caption Management's PHM Position: Q4 2025 in Review

Caption Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 9,300 shares — an estimated $1.14M sold.

Caption Management first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $1.23M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

Caption Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
Caption Management sold 9,300 Pultegroup shares in Q4 2025, an estimated $1.14M.
Caption Management first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
Caption Management's Pultegroup position peaked at $1.23M in Q3 2025.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.