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Custom Index Systems’s Pultegroup PHM Stock Holding History

Custom Index Systems’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 		$60.4K Buy
+440
New +$53.4K 0.02% 374
2025
Q1 		– Sell
-3,876
Closed -$422K – 332
2024
Q4 		$422K Buy
3,876
+427
+12% +$55.4K 0.23% 133
2024
Q3 		$495K Buy
3,449
+1,025
+42% +$130K 0.27% 111
2024
Q2 		$267K Buy
+2,424
New +$275K 0.15% 196

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

Custom Index Systems's PHM Position: Q2 2026 in Review

Custom Index Systems opened a new position in Pultegroup (PHM) in Q2 2026: 440 shares worth $60.4K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in PHM as recently as Q4 2024.

Custom Index Systems first reported a position in PHM in Q2 2024 and has held it in 4 quarters since. The position peaked at $495K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Custom Index Systems held 440 shares of Pultegroup worth $60.4K as of Q2 2026.
  • Pultegroup was a new Custom Index Systems position in Q2 2026.
  • Pultegroup made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #374 holding.
  • Custom Index Systems first reported a position in Pultegroup in Q2 2024 and has held it in 4 quarters since.
  • Custom Index Systems's Pultegroup position peaked at $495K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.