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Dean Investment Associates’s Pultegroup PHM Stock Holding History

Dean Investment Associates’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 		$4.2M Buy
30,610
+559
+2% +$67.9K 0.55% 93
2026
Q1 		$3.53M Buy
30,051
+654
+2% +$83.8K 0.5% 109
2025
Q4 		$3.45M Buy
29,397
+685
+2% +$84K 0.49% 104
2025
Q3 		$3.79M Buy
28,712
+1,727
+6% +$214K 0.53% 87
2025
Q2 		$2.85M Buy
26,985
+4,601
+21% +$464K 0.42% 124
2025
Q1 		$2.3M Buy
22,384
+1,006
+5% +$109K 0.34% 145
2024
Q4 		$2.33M Sell
21,378
-2,220
-9% -$288K 0.33% 153
2024
Q3 		$3.39M Sell
23,598
-661
-3% -$84K 0.46% 91
2024
Q2 		$2.67M Buy
24,259
+831
+4% +$94.4K 0.38% 123
2024
Q1 		$2.83M Sell
23,428
-2,139
-8% -$230K 0.39% 109
2023
Q4 		$2.64M Buy
25,567
+1,427
+6% +$121K 0.38% 107
2023
Q3 		$1.79M Buy
24,140
+3,090
+15% +$246K 0.29% 137
2023
Q2 		$1.64M Sell
21,050
-3,836
-15% -$260K 0.27% 129
2023
Q1 		$1.45M Buy
24,886
+964
+4% +$52.1K 0.23% 149
2022
Q4 		$1.09M Sell
23,922
-2,158
-8% -$90.9K 0.19% 177
2022
Q3 		$978K Sell
26,080
-502
-2% -$21.1K 0.2% 177
2022
Q2 		$1.05M Sell
26,582
-262
-1% -$11K 0.21% 185
2022
Q1 		$1.13M Sell
26,844
-490
-2% -$24.3K 0.2% 182
2021
Q4 		$1.56M Buy
27,334
+752
+3% +$38.6K 0.28% 147
2021
Q3 		$1.22M Buy
26,582
+105
+0.4% +$5.46K 0.23% 182
2021
Q2 		$1.45M Sell
26,477
-246
-0.9% -$13.8K 0.27% 166
2021
Q1 		$1.4M Buy
+26,723
New +$1.25M 0.26% 174

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

Dean Investment Associates's PHM Position: Q2 2026 in Review

Dean Investment Associates increased its Pultegroup (PHM) stake by 1.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 30,610 shares worth $4.2M. The position accounts for 0.55% of the portfolio, ranked #93.

Dean Investment Associates first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Dean Investment Associates held 30,610 shares of Pultegroup worth $4.2M as of Q2 2026.
  • Dean Investment Associates bought 559 Pultegroup shares in Q2 2026, an estimated $67.9K.
  • Pultegroup made up 0.55% of Dean Investment Associates's portfolio in Q2 2026, its #93 holding.
  • Dean Investment Associates first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.