CenterBook Partners’s Pultegroup PHM Stock Holding History

CenterBook Partners’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 Q2	–	Sell	-2,811	Closed	-$331K	–	835
2026 Q1	$331K	Sell	2,811 -1,808	-39%	-$232K	0.02%	537
2025 Q4	$542K	Buy	+4,619	New	+$567K	0.03%	475
2024 Q1	–	Sell	-4,026	Closed	-$416K	–	469
2023 Q4	$416K	Sell	4,026 -4,914	-55%	-$418K	0.05%	338
2023 Q3	$662K	Buy	+8,940	New	+$713K	0.08%	300

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CenterBook Partners's PHM Position: Q2 2026 in Review

CenterBook Partners sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 2,811 shares — an estimated $331K sold.

CenterBook Partners first reported a position in PHM in Q3 2023 and held it in 4 quarters. The position peaked at $662K in Q3 2023. 1,042 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

CenterBook Partners reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
CenterBook Partners sold 2,811 Pultegroup shares in Q2 2026, an estimated $331K.
CenterBook Partners first reported a position in Pultegroup in Q3 2023 and held it in 4 quarters.
CenterBook Partners's Pultegroup position peaked at $662K in Q3 2023.
1,042 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.