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Clark Asset Management’s Pultegroup PHM Stock Holding History

Clark Asset 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
2026
Q2 		$475K Sell
3,460
-5
-0.1% -$607 0.04% 164
2026
Q1 		$408K Buy
3,465
+5
+0.1% +$640 0.04% 144
2025
Q4 		$406K Buy
+3,460
New +$424K 0.04% 138

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

Clark Asset Management's PHM Position: Q2 2026 in Review

Clark Asset Management reduced its Pultegroup (PHM) stake by 0.14% in Q2 2026, selling an estimated $607 and leaving 3,460 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #164.

Clark Asset Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Clark Asset Management held 3,460 shares of Pultegroup worth $475K as of Q2 2026.
  • Clark Asset Management sold 5 Pultegroup shares in Q2 2026, an estimated $607.
  • Pultegroup made up 0.04% of Clark Asset Management's portfolio in Q2 2026, its #164 holding.
  • Clark Asset Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.