DCM
PHM icon

Dorato Capital Management’s Pultegroup PHM Stock Holding History

Dorato 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
2026
Q2 		$2.8M Hold
22,460
– – 1.9% 10
2026
Q1 		$2.71M Buy
22,460
+70
+0.3% +$8.96K 2% 7
2025
Q4 		$2.93M Buy
+22,390
New +$2.75M 2.2% 7

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Dorato Capital Management's PHM Position: Q2 2026 in Review

Dorato Capital Management held its Pultegroup (PHM) position steady in Q2 2026 at 22,460 shares worth $2.8M. The position accounts for 1.9% of the portfolio, ranked #10.

Dorato Capital Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.93M in Q4 2025. 528 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Dorato Capital Management held 22,460 shares of Pultegroup worth $2.8M as of Q2 2026.
  • Dorato Capital Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 1.9% of Dorato Capital Management's portfolio in Q2 2026, its #10 holding.
  • Dorato Capital Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Pultegroup position peaked at $2.93M in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.