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DGS Capital Management’s Pultegroup PHM Stock Holding History

DGS 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
2025
Q1 		– Sell
-1,854
Closed -$202K – 329
2024
Q4 		$202K Sell
1,854
-97
-5% -$12.6K 0.05% 273
2024
Q3 		$280K Sell
1,951
-28
-1% -$3.56K 0.08% 227
2024
Q2 		$218K Sell
1,979
-98
-5% -$11.1K 0.06% 251
2024
Q1 		$251K Buy
+2,077
New +$223K 0.07% 232

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGS Capital Management's PHM Position: Q1 2025 in Review

DGS Capital Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,854 shares — an estimated $202K sold.

DGS Capital Management first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $280K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • DGS Capital Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • DGS Capital Management sold 1,854 Pultegroup shares in Q1 2025, an estimated $202K.
  • DGS Capital Management first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
  • DGS Capital Management's Pultegroup position peaked at $280K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on DGS Capital Management's 13F filing for Q1 2025, filed 24 Feb 2026.