Distillate Capital Partners’s Pultegroup PHM Stock Holding History

Distillate Capital Partners’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 Q1	$16.8M	Sell	142,948 -778	-0.5%	-$99.6K	0.89%	48
2025 Q4	$16.9M	Sell	143,726 -1,925	-1%	-$236K	0.87%	48
2025 Q3	$19.3M	Sell	145,651 -2,073	-1%	-$257K	1%	30
2025 Q2	$15.6M	Sell	147,724 -7,590	-5%	-$765K	0.83%	56
2025 Q1	$16M	Sell	155,314 -12,821	-8%	-$1.38M	0.82%	51
2024 Q4	$18.3M	Sell	168,135 -91,207	-35%	-$11.8M	0.9%	40
2024 Q3	$37.2M	Buy	259,342 +113,490	+78%	+$14.4M	1.86%	20
2024 Q2	$16.1M	Buy	145,852 +145,725	+114,744%	+$16.5M	0.85%	41
2024 Q1	$15.3K	Buy	+127	New	+$13.6K	2.57%	9
2023 Q2	–	Sell	-244	Closed	-$14.2K	–	38
2023 Q1	$14.2K	Buy	+244	New	+$13.2K	3.65%	3

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Distillate Capital Partners's PHM Position: Q1 2026 in Review

Distillate Capital Partners reduced its Pultegroup (PHM) stake by 0.54% in Q1 2026, selling an estimated $99.6K and leaving 142,948 shares worth $16.8M. The position accounts for 0.89% of the portfolio, ranked #48.

Distillate Capital Partners first reported a position in PHM in Q1 2023 and has held it in 10 quarters since. The position peaked at $37.2M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Distillate Capital Partners held 142,948 shares of Pultegroup worth $16.8M as of Q1 2026.
Distillate Capital Partners sold 778 Pultegroup shares in Q1 2026, an estimated $99.6K.
Pultegroup made up 0.89% of Distillate Capital Partners's portfolio in Q1 2026, its #48 holding.
Distillate Capital Partners first reported a position in Pultegroup in Q1 2023 and has held it in 10 quarters since.
Distillate Capital Partners's Pultegroup position peaked at $37.2M in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Distillate Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.