Dmitry Balyasny’s Pultegroup PHM Stock Holding History

Dmitry Balyasny’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 Q4	–	Sell	-62,500	Closed	-$8.26M	–	3462
2025 Q3	$8.26M	Hold	62,500	–	–	0.01%	1147
2025 Q2	$6.59M	Hold	62,500	–	–	0.01%	1156
2025 Q1	$6.42M	Hold	62,500	–	–	0.01%	1134
2024 Q4	$6.81M	Hold	62,500	–	–	0.01%	1130
2024 Q3	$8.97M	Hold	62,500	–	–	0.01%	1008
2024 Q2	$6.88M	Hold	62,500	–	–	0.01%	1030
2024 Q1	$7.54M	Hold	62,500	–	–	0.01%	1055
2023 Q4	$6.45M	Sell	62,500 -62,500	-50%	-$5.31M	0.01%	1034
2023 Q3	$9.26M	Buy	125,000 +25,000	+25%	+$1.99M	0.02%	872
2023 Q2	$7.77M	Buy	+100,000	New	+$6.78M	0.02%	889

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dmitry Balyasny's PHM Position: Q2 2026 in Review

Dmitry Balyasny reduced its Pultegroup (PHM) stake by 83% in Q2 2026, selling an estimated $61.5M and leaving 107,295 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #877.

Dmitry Balyasny first reported a position in PHM in Q2 2013 and has held it in 38 quarters since. The position peaked at $238M in Q4 2022. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Dmitry Balyasny held 107,295 shares of Pultegroup worth $14.7M as of Q2 2026.
Dmitry Balyasny sold 506,375 Pultegroup shares in Q2 2026, an estimated $61.5M.
Pultegroup made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #877 holding.
Dmitry Balyasny first reported a position in Pultegroup in Q2 2013 and has held it in 38 quarters since.
Dmitry Balyasny's Pultegroup position peaked at $238M in Q4 2022.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.