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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
Q2 		$11.8M Buy
86,328
+10,783
+14% +$1.31M 0.35% 28
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgestream Partners's PHM Position: Q2 2026 in Review

Edgestream Partners increased its Pultegroup (PHM) stake by 14% in Q2 2026, buying an estimated $1.31M and bringing the position to 86,328 shares worth $11.8M. The position accounts for 0.35% of the portfolio, ranked #28.

Edgestream Partners first reported a position in PHM in Q1 2018 and has held it in 25 quarters since. 1,040 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Edgestream Partners held 86,328 shares of Pultegroup worth $11.8M as of Q2 2026.
  • Edgestream Partners bought 10,783 Pultegroup shares in Q2 2026, an estimated $1.31M.
  • Pultegroup made up 0.35% of Edgestream Partners's portfolio in Q2 2026, its #28 holding.
  • Edgestream Partners first reported a position in Pultegroup in Q1 2018 and has held it in 25 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.