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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
2021
Q1 		– Sell
-75,000
Closed -$3.23M – 1314
2020
Q4 		$3.23M Buy
+75,000
New +$3.32M 0.07% 320
2018
Q4 		– Sell
-36,200
Closed -$897K – 580
2018
Q3 		$897K Hold
36,200
– – 0.05% 354
2018
Q2 		$1.04M Buy
+36,200
New +$1.09M 0.08% 249

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

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.