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Clarius Group LLC’s Pultegroup PHM Stock Holding History

Clarius Group LLC’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 		$1.04M Buy
8,906
+70
+0.8% +$8.59K 0.06% 120
2025
Q3 		$1.17M Sell
8,836
-5,005
-36% -$622K 0.07% 112
2025
Q2 		$1.46M Buy
13,841
+531
+4% +$53.5K 0.09% 104
2025
Q1 		$1.37M Buy
13,310
+6,413
+93% +$693K 0.09% 108
2024
Q4 		$751K Sell
6,897
-33
-0.5% -$4.29K 0.05% 153
2024
Q3 		$994K Sell
6,930
-204
-3% -$25.9K 0.07% 125
2024
Q2 		$785K Sell
7,134
-174
-2% -$19.8K 0.06% 148
2024
Q1 		$881K Sell
7,308
-251
-3% -$26.9K 0.06% 139
2023
Q4 		$780K Sell
7,559
-220
-3% -$18.7K 0.06% 161
2023
Q3 		$576K Sell
7,779
-1,044
-12% -$83.2K 0.05% 195
2023
Q2 		$685K Buy
8,823
+29
+0.3% +$1.97K 0.05% 203
2023
Q1 		$513K Sell
8,794
-209
-2% -$11.3K 0.04% 256
2022
Q4 		$410K Sell
9,003
-73
-0.8% -$3.08K 0.04% 291
2022
Q3 		$340K Buy
9,076
+650
+8% +$27.3K 0.03% 311
2022
Q2 		$334K Buy
8,426
+50
+0.6% +$2.11K 0.03% 306
2022
Q1 		$479K Hold
8,376
– – 0.04% 247
2021
Q4 		$479K Buy
8,376
+789
+10% +$40.4K 0.04% 247
2021
Q3 		$348K Buy
7,587
+55
+0.7% +$2.86K 0.03% 287
2021
Q2 		$411K Hold
7,532
– – 0.04% 250
2021
Q1 		$395K Buy
+7,532
New +$352K 0.04% 238

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clarius Group LLC's PHM Position: Q4 2025 in Review

Clarius Group LLC increased its Pultegroup (PHM) stake by 0.79% in Q4 2025, buying an estimated $8.59K and bringing the position to 8,906 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #120.

Clarius Group LLC first reported a position in PHM in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2025. 1,030 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Clarius Group LLC held 8,906 shares of Pultegroup worth $1.04M as of Q4 2025.
  • Clarius Group LLC bought 70 Pultegroup shares in Q4 2025, an estimated $8.59K.
  • Pultegroup made up 0.06% of Clarius Group LLC's portfolio in Q4 2025, its #120 holding.
  • Clarius Group LLC first reported a position in Pultegroup in Q1 2021 and has held it in 20 quarters since.
  • Clarius Group LLC's Pultegroup position peaked at $1.46M in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.