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	-70,500	Closed	-$9.32M	–	3463
2025 Q3	$9.32M	Buy	70,500 +30,000	+74%	+$3.73M	0.01%	1091
2025 Q2	$4.27M	Sell	40,500 -44,400	-52%	-$4.47M	0.01%	1366
2025 Q1	$8.73M	Sell	84,900 -10,100	-11%	-$1.09M	0.01%	993
2024 Q4	$10.3M	Hold	95,000	–	–	0.02%	941
2024 Q3	$13.6M	Hold	95,000	–	–	0.02%	800
2024 Q2	$10.5M	Sell	95,000 -3,500	-4%	-$397K	0.02%	864
2024 Q1	$11.9M	Hold	98,500	–	–	0.02%	846
2023 Q4	$10.2M	Sell	98,500 -95,000	-49%	-$8.07M	0.02%	857
2023 Q3	$14.3M	Buy	193,500 +93,500	+94%	+$7.45M	0.03%	709
2023 Q2	$7.77M	Buy	+100,000	New	+$6.78M	0.02%	890

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.