DT Investment Partners’s Pultegroup PHM Stock Holding History

DT Investment 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 Q2	$45.8K	Hold	334	–	–	﹤0.01%	258
2026 Q1	$39.3K	Hold	334	–	–	﹤0.01%	264
2025 Q4	$39.2K	Hold	334	–	–	﹤0.01%	268
2025 Q3	$44.1K	Hold	334	–	–	﹤0.01%	249
2025 Q2	$35.2K	Hold	334	–	–	﹤0.01%	269
2025 Q1	$34.3K	Hold	334	–	–	﹤0.01%	267
2024 Q4	$36.4K	Hold	334	–	–	﹤0.01%	263
2024 Q3	$47.9K	Hold	334	–	–	﹤0.01%	253
2024 Q2	$36.8K	Hold	334	–	–	﹤0.01%	261
2024 Q1	$40.3K	Sell	334 -65	-16%	-$6.97K	﹤0.01%	239
2023 Q4	$42.1K	Hold	399	–	–	﹤0.01%	233
2023 Q3	$29.5K	Hold	399	–	–	﹤0.01%	232
2023 Q2	$33.8K	Hold	399	–	–	﹤0.01%	228
2023 Q1	$26.2K	Hold	399	–	–	﹤0.01%	240
2022 Q4	$18.2K	Hold	399	–	–	﹤0.01%	275
2022 Q3	$15K	Buy	+399	New	+$16.8K	﹤0.01%	274

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

DT Investment Partners's PHM Position: Q2 2026 in Review

DT Investment Partners held its Pultegroup (PHM) position steady in Q2 2026 at 334 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

DT Investment Partners first reported a position in PHM in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.9K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

DT Investment Partners held 334 shares of Pultegroup worth $45.8K as of Q2 2026.
DT Investment Partners left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #258 holding.
DT Investment Partners first reported a position in Pultegroup in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's Pultegroup position peaked at $47.9K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.