DoubleLine ETF Adviser’s Pultegroup PHM Stock Holding History

DoubleLine ETF Adviser’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	–	Sell	-3,665	Closed	-$431K	–	206
2026 Q1	$431K	Sell	3,665 -583	-14%	-$74.7K	0.16%	126
2025 Q4	$498K	Buy	+4,248	New	+$521K	0.15%	131
2025 Q3	–	Sell	-4,379	Closed	-$462K	–	184
2025 Q2	$462K	Sell	4,379 -577	-12%	-$58.1K	0.15%	126
2025 Q1	$509K	Buy	+4,956	New	+$535K	0.17%	122
2024 Q3	–	Sell	-5,847	Closed	-$644K	–	230
2024 Q2	$644K	Buy	+5,847	New	+$664K	0.17%	114
2024 Q1	–	Sell	-5,023	Closed	-$518K	–	232
2023 Q4	$518K	Hold	5,023	–	–	0.15%	133
2023 Q3	$372K	Buy	5,023 +169	+3%	+$13.5K	0.13%	120
2023 Q2	$377K	Buy	4,854 +942	+24%	+$63.8K	0.14%	120
2023 Q1	$228K	Buy	+3,912	New	+$211K	0.1%	174

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

DoubleLine ETF Adviser's PHM Position: Q2 2026 in Review

DoubleLine ETF Adviser sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 3,665 shares — an estimated $431K sold.

DoubleLine ETF Adviser first reported a position in PHM in Q1 2023 and held it in 9 quarters. The position peaked at $644K in Q2 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

DoubleLine ETF Adviser reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
DoubleLine ETF Adviser sold 3,665 Pultegroup shares in Q2 2026, an estimated $431K.
DoubleLine ETF Adviser first reported a position in Pultegroup in Q1 2023 and held it in 9 quarters.
DoubleLine ETF Adviser's Pultegroup position peaked at $644K in Q2 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q2 2026, filed 14 Aug 2026.