EP
PHM icon

Edgestream Partners’s Pultegroup PHM Stock Holding History

Edgestream 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
Q1 		$8.88M Buy
75,545
+7,609
+11% +$975K 0.29% 68
2025
Q4 		$7.97M Sell
67,936
-18,125
-21% -$2.22M 0.22% 116
2025
Q3 		$11.4M Buy
86,061
+20,080
+30% +$2.49M 0.33% 45
2025
Q2 		$6.96M Sell
65,981
-11,329
-15% -$1.14M 0.19% 196
2025
Q1 		$7.95M Buy
77,310
+74,536
+2,687% +$8.05M 0.27% 92
2024
Q4 		$302K Buy
+2,774
New +$360K 0.01% 757
2024
Q2 		– Sell
-21,302
Closed -$2.57M – 992
2024
Q1 		$2.57M Sell
21,302
-9,655
-31% -$1.04M 0.13% 279
2023
Q4 		$3.2M Sell
30,957
-839
-3% -$71.3K 0.23% 118
2023
Q3 		$2.35M Buy
31,796
+1,810
+6% +$144K 0.19% 151
2023
Q2 		$2.33M Sell
29,986
-6,320
-17% -$428K 0.21% 142
2023
Q1 		$2.12M Sell
36,306
-29,599
-45% -$1.6M 0.23% 135
2022
Q4 		$3M Sell
65,905
-51,540
-44% -$2.17M 0.34% 85
2022
Q3 		$4.4M Buy
117,445
+79,879
+213% +$3.36M 0.34% 92
2022
Q2 		$1.49M Buy
37,566
+930
+3% +$39.2K 0.12% 257
2022
Q1 		$1.53M Buy
36,636
+31,203
+574% +$1.55M 0.12% 259
2021
Q4 		$311K Sell
5,433
-41,389
-88% -$2.12M 0.02% 436
2021
Q3 		$2.15M Buy
46,822
+25,966
+125% +$1.35M 0.13% 225
2021
Q2 		$1.14M Buy
+20,856
New +$1.17M 0.07% 277
2021
Q1 		– Sell
-7,968
Closed -$344K – 431
2020
Q4 		$344K Buy
+7,968
New +$353K 0.02% 334
2019
Q2 		– Sell
-57,736
Closed -$1.61M – 275
2019
Q1 		$1.61M Sell
57,736
-48,691
-46% -$1.33M 0.24% 108
2018
Q4 		$2.77M Buy
106,427
+9,364
+10% +$232K 0.48% 70
2018
Q3 		$2.4M Sell
97,063
-11,529
-11% -$327K 0.41% 87
2018
Q2 		$3.12M Buy
108,592
+46,399
+75% +$1.4M 0.64% 46
2018
Q1 		$1.83M Buy
+62,193
New +$1.93M 0.36% 94

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edgestream Partners's PHM Position: Q1 2026 in Review

Edgestream Partners increased its Pultegroup (PHM) stake by 11% in Q1 2026, buying an estimated $975K and bringing the position to 75,545 shares worth $8.88M. The position accounts for 0.29% of the portfolio, ranked #68.

Edgestream Partners first reported a position in PHM in Q1 2018 and has held it in 24 quarters since. The position peaked at $11.4M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Edgestream Partners held 75,545 shares of Pultegroup worth $8.88M as of Q1 2026.
  • Edgestream Partners bought 7,609 Pultegroup shares in Q1 2026, an estimated $975K.
  • Pultegroup made up 0.29% of Edgestream Partners's portfolio in Q1 2026, its #68 holding.
  • Edgestream Partners first reported a position in Pultegroup in Q1 2018 and has held it in 24 quarters since.
  • Edgestream Partners's Pultegroup position peaked at $11.4M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.