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Chicago Partners Investment Group’s Pultegroup PHM Stock Holding History

Chicago Partners Investment Group’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 		$543K Sell
4,358
-1,154
-21% -$140K 0.01% 947
2026
Q1 		$703K Sell
5,512
-28
-0.5% -$3.59K 0.02% 695
2025
Q4 		$693K Sell
5,540
-476
-8% -$58.4K 0.02% 595
2025
Q3 		$726K Buy
6,016
+2,151
+56% +$267K 0.02% 528
2025
Q2 		$461K Buy
3,865
+1,339
+53% +$135K 0.01% 635
2025
Q1 		$256K Buy
+2,526
New +$273K 0.01% 754

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chicago Partners Investment Group's PHM Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Pultegroup (PHM) stake by 21% in Q2 2026, selling an estimated $140K and leaving 4,358 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #947.

Chicago Partners Investment Group first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $726K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Chicago Partners Investment Group held 4,358 shares of Pultegroup worth $543K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,154 Pultegroup shares in Q2 2026, an estimated $140K.
  • Pultegroup made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #947 holding.
  • Chicago Partners Investment Group first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • Chicago Partners Investment Group's Pultegroup position peaked at $726K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.