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Delta Investment Management’s Pultegroup PHM Stock Holding History

Delta Investment 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
2025
Q2 		– Sell
-2,946
Closed -$303K – 253
2025
Q1 		$303K Buy
2,946
+243
+9% +$26.2K 0.06% 181
2024
Q4 		$294K Buy
2,703
+1
+0% +$130 0.06% 197
2024
Q3 		$388K Buy
2,702
+463
+21% +$58.9K 0.08% 152
2024
Q2 		$247K Buy
2,239
+183
+9% +$20.8K 0.05% 187
2024
Q1 		$248K Buy
+2,056
New +$221K 0.06% 188

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Delta Investment Management's PHM Position: Q2 2025 in Review

Delta Investment Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,946 shares — an estimated $303K sold.

Delta Investment Management first reported a position in PHM in Q1 2024 and held it in 5 quarters. The position peaked at $388K in Q3 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Delta Investment Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Delta Investment Management sold 2,946 Pultegroup shares in Q2 2025, an estimated $303K.
  • Delta Investment Management first reported a position in Pultegroup in Q1 2024 and held it in 5 quarters.
  • Delta Investment Management's Pultegroup position peaked at $388K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Delta Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.