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FCG Investment Company’s Pultegroup PHM Stock Holding History

FCG Investment Company’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
2025
Q2 		– Sell
-8,083
Closed -$831K – 107
2025
Q1 		$831K Buy
8,083
+4,706
+139% +$508K 0.52% 56
2024
Q4 		$368K Buy
3,377
+153
+5% +$19.9K 0.22% 69
2024
Q3 		$463K Sell
3,224
-2,251
-41% -$286K 0.3% 73
2024
Q2 		$603K Buy
5,475
+336
+7% +$38.2K 0.46% 61
2024
Q1 		$620K Buy
5,139
+2,381
+86% +$255K 0.5% 61
2023
Q4 		$285K Buy
+2,758
New +$234K 0.28% 79

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FCG Investment Company's PHM Position: Q2 2025 in Review

FCG Investment Company sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 8,083 shares — an estimated $831K sold.

FCG Investment Company first reported a position in PHM in Q4 2023 and held it in 6 quarters. The position peaked at $831K in Q1 2025. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • FCG Investment Company reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • FCG Investment Company sold 8,083 Pultegroup shares in Q2 2025, an estimated $831K.
  • FCG Investment Company first reported a position in Pultegroup in Q4 2023 and held it in 6 quarters.
  • FCG Investment Company's Pultegroup position peaked at $831K in Q1 2025.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on FCG Investment Company's 13F filing for Q2 2025, filed 16 Jul 2025.