CCM
PHM icon

Coldstream Capital Management’s Pultegroup PHM Stock Holding History

Coldstream Capital 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
Q1 		$685K Buy
5,824
+1,922
+49% +$246K 0.01% 596
2025
Q4 		$458K Sell
3,902
-2,213
-36% -$271K 0.01% 757
2025
Q3 		$808K Buy
6,115
+1,293
+27% +$161K 0.01% 530
2025
Q2 		$509K Buy
4,822
+48
+1% +$4.84K 0.01% 648
2025
Q1 		$491K Buy
4,774
+150
+3% +$16.2K 0.01% 609
2024
Q4 		$504K Sell
4,624
-292
-6% -$37.9K 0.01% 607
2024
Q3 		$697K Buy
4,916
+592
+14% +$75.3K 0.02% 491
2024
Q2 		$476K Buy
4,324
+358
+9% +$40.6K 0.01% 566
2024
Q1 		$478K Sell
3,966
-430
-10% -$46.1K 0.01% 569
2023
Q4 		$454K Buy
4,396
+763
+21% +$64.8K 0.01% 544
2023
Q3 		$269K Buy
3,633
+11
+0.3% +$877 0.01% 634
2023
Q2 		$281K Buy
3,622
+59
+2% +$4K 0.01% 652
2023
Q1 		$208K Buy
+3,563
New +$192K 0.01% 774
2022
Q1 		– Sell
-3,700
Closed -$211K – 840
2021
Q4 		$211K Buy
+3,700
New +$190K 0.01% 784
2020
Q2 		– Sell
-24,669
Closed -$551K – 326
2020
Q1 		$551K Sell
24,669
-5,070
-17% -$196K 0.06% 164
2019
Q4 		$1.15M Sell
29,739
-958
-3% -$37.2K 0.09% 114
2019
Q3 		$1.12M Sell
30,697
-255
-0.8% -$8.48K 0.09% 121
2019
Q2 		$978K Sell
30,952
-120
-0.4% -$3.75K 0.08% 147
2019
Q1 		$868K Buy
+31,072
New +$847K 0.08% 160
2018
Q4 		– Sell
-31,582
Closed -$782K – 373
2018
Q3 		$782K Buy
31,582
+4,622
+17% +$131K 0.07% 172
2018
Q2 		$775K Buy
26,960
+277
+1% +$8.33K 0.08% 155
2018
Q1 		$787K Buy
26,683
+647
+2% +$20.1K 0.09% 145
2017
Q4 		$866K Buy
26,036
+1,138
+5% +$35.3K 0.09% 128
2017
Q3 		$680K Buy
+24,898
New +$630K 0.08% 162

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Coldstream Capital Management's PHM Position: Q1 2026 in Review

Coldstream Capital Management increased its Pultegroup (PHM) stake by 49% in Q1 2026, buying an estimated $246K and bringing the position to 5,824 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #596.

Coldstream Capital Management first reported a position in PHM in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.15M in Q4 2019. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Coldstream Capital Management held 5,824 shares of Pultegroup worth $685K as of Q1 2026.
  • Coldstream Capital Management bought 1,922 Pultegroup shares in Q1 2026, an estimated $246K.
  • Pultegroup made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #596 holding.
  • Coldstream Capital Management first reported a position in Pultegroup in Q3 2017 and has held it in 24 quarters since.
  • Coldstream Capital Management's Pultegroup position peaked at $1.15M in Q4 2019.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.