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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
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
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 $8.66B AUM 17.37% 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

CenterBook Partners's PHM Position: Q1 2026 in Review

CenterBook Partners reduced its Pultegroup (PHM) stake by 39% in Q1 2026, selling an estimated $232K and leaving 2,811 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #537.

CenterBook Partners first reported a position in PHM in Q3 2023 and has held it in 4 quarters since. The position peaked at $662K in Q3 2023. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • CenterBook Partners held 2,811 shares of Pultegroup worth $331K as of Q1 2026.
  • CenterBook Partners sold 1,808 Pultegroup shares in Q1 2026, an estimated $232K.
  • Pultegroup made up 0.02% of CenterBook Partners's portfolio in Q1 2026, its #537 holding.
  • CenterBook Partners first reported a position in Pultegroup in Q3 2023 and has held it in 4 quarters since.
  • CenterBook Partners's Pultegroup position peaked at $662K in Q3 2023.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.