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PHM icon

Covestor’s Pultegroup PHM Stock Holding History

Covestor’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 		$63K Sell
460
-103
-18% -$12.5K 0.04% 659
2026
Q1 		$66K Sell
563
-251
-31% -$32.1K 0.05% 524
2025
Q4 		$96K Sell
814
-688
-46% -$84.4K 0.05% 602
2025
Q3 		$198K Buy
1,502
+151
+11% +$18.8K 0.11% 218
2025
Q2 		$142K Sell
1,351
-276
-17% -$27.8K 0.08% 346
2025
Q1 		$167K Buy
1,627
+581
+56% +$62.8K 0.11% 212
2024
Q4 		$114K Buy
1,046
+65
+7% +$8.44K 0.07% 445
2024
Q3 		$141K Buy
981
+638
+186% +$81.1K 0.09% 344
2024
Q2 		$38K Sell
343
-72
-17% -$8.18K 0.02% 970
2024
Q1 		$50K Sell
415
-2,168
-84% -$233K 0.03% 881
2023
Q4 		$267K Buy
2,583
+66
+3% +$5.61K 0.18% 61
2023
Q3 		$186K Buy
2,517
+506
+25% +$40.3K 0.14% 133
2023
Q2 		$156K Sell
2,011
-1,288
-39% -$87.3K 0.12% 217
2023
Q1 		$192K Sell
3,299
-614
-16% -$33.2K 0.17% 118
2022
Q4 		$178K Buy
3,913
+1,180
+43% +$49.7K 0.15% 151
2022
Q3 		$103K Sell
2,733
-739
-21% -$31.1K 0.09% 341
2022
Q2 		$138K Buy
3,472
+645
+23% +$27.2K 0.11% 236
2022
Q1 		$118K Buy
2,827
+1,406
+99% +$69.8K 0.08% 401
2021
Q4 		$81K Buy
+1,421
New +$72.8K 0.11% 263

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

Covestor's PHM Position: Q2 2026 in Review

Covestor reduced its Pultegroup (PHM) stake by 18% in Q2 2026, selling an estimated $12.5K and leaving 460 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #659.

Covestor first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $267K in Q4 2023. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Covestor held 460 shares of Pultegroup worth $63K as of Q2 2026.
  • Covestor sold 103 Pultegroup shares in Q2 2026, an estimated $12.5K.
  • Pultegroup made up 0.04% of Covestor's portfolio in Q2 2026, its #659 holding.
  • Covestor first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Pultegroup position peaked at $267K in Q4 2023.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.