Clarkston Capital Partners’s Pultegroup PHM Stock Holding History

Clarkston Capital 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	–	Sell	-4,829	Closed	-$566K	–	157
2025 Q4	$566K	Hold	4,829	–	–	0.01%	136
2025 Q3	$638K	Hold	4,829	–	–	0.01%	125
2025 Q2	$509K	Hold	4,829	–	–	0.01%	125
2025 Q1	$496K	Hold	4,829	–	–	0.01%	120
2024 Q4	$526K	Hold	4,829	–	–	0.01%	119
2024 Q3	$693K	Hold	4,829	–	–	0.01%	109
2024 Q2	$532K	Hold	4,829	–	–	0.01%	117
2024 Q1	$583K	Hold	4,829	–	–	0.01%	115
2023 Q4	$498K	Hold	4,829	–	–	0.01%	112
2023 Q3	$358K	Hold	4,829	–	–	0.01%	124
2023 Q2	$375K	Hold	4,829	–	–	0.01%	124
2023 Q1	$281K	Hold	4,829	–	–	0.01%	133
2022 Q4	$220K	Buy	+4,829	New	+$203K	﹤0.01%	151
2022 Q2	–	Sell	-4,829	Closed	-$202K	–	196
2022 Q1	$202K	Sell	4,829 -30	-0.6%	-$1.49K	﹤0.01%	169
2021 Q4	$278K	Hold	4,859	–	–	﹤0.01%	140
2021 Q3	$223K	Hold	4,859	–	–	﹤0.01%	137
2021 Q2	$265K	Buy	4,859 +30	+0.6%	+$1.68K	﹤0.01%	131
2021 Q1	$253K	Buy	+4,829	New	+$225K	﹤0.01%	134
2020 Q4	–	Sell	-4,329	Closed	-$200K	–	135
2020 Q3	$200K	Buy	+4,329	New	+$185K	0.01%	104
2020 Q1	–	Sell	-5,231	Closed	-$203K	–	122
2019 Q4	$203K	Buy	+5,231	New	+$203K	0.01%	97

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clarkston Capital Partners's PHM Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 4,829 shares — an estimated $566K sold.

Clarkston Capital Partners first reported a position in PHM in Q4 2019 and held it in 20 quarters. The position peaked at $693K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Clarkston Capital Partners reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 4,829 Pultegroup shares in Q1 2026, an estimated $566K.
Clarkston Capital Partners first reported a position in Pultegroup in Q4 2019 and held it in 20 quarters.
Clarkston Capital Partners's Pultegroup position peaked at $693K in Q3 2024.
1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.