FCP
PHM icon

Fidelis Capital Partners’s Pultegroup PHM Stock Holding History

Fidelis Capital 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 		$1.4M Buy
11,916
+1,194
+11% +$153K 0.1% 166
2025
Q4 		$1.26M Buy
10,722
+17
+0.2% +$2.08K 0.09% 173
2025
Q3 		$1.41M Buy
10,705
+1,945
+22% +$242K 0.11% 152
2025
Q2 		$1.05M Buy
8,760
+85
+1% +$8.56K 0.1% 164
2025
Q1 		$884K Buy
8,675
+4,291
+98% +$463K 0.09% 171
2024
Q4 		$479K Buy
4,384
+103
+2% +$13.4K 0.05% 260
2024
Q3 		$570K Buy
4,281
+41
+1% +$5.21K 0.07% 216
2024
Q2 		$509K Buy
4,240
+927
+28% +$105K 0.07% 209
2024
Q1 		$400K Buy
3,313
+463
+16% +$49.7K 0.06% 240
2023
Q4 		$294K Buy
+2,850
New +$242K 0.07% 250

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

Fidelis Capital Partners's PHM Position: Q1 2026 in Review

Fidelis Capital Partners increased its Pultegroup (PHM) stake by 11% in Q1 2026, buying an estimated $153K and bringing the position to 11,916 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #166.

Fidelis Capital Partners first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Fidelis Capital Partners held 11,916 shares of Pultegroup worth $1.4M as of Q1 2026.
  • Fidelis Capital Partners bought 1,194 Pultegroup shares in Q1 2026, an estimated $153K.
  • Pultegroup made up 0.1% of Fidelis Capital Partners's portfolio in Q1 2026, its #166 holding.
  • Fidelis Capital Partners first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Fidelis Capital Partners's Pultegroup position peaked at $1.41M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.