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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
Q2 		$1.67M Buy
12,194
+278
+2% +$33.8K 0.1% 168
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 $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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's PHM Position: Q2 2026 in Review

Fidelis Capital Partners increased its Pultegroup (PHM) stake by 2.3% in Q2 2026, buying an estimated $33.8K and bringing the position to 12,194 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #168.

Fidelis Capital Partners first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Fidelis Capital Partners held 12,194 shares of Pultegroup worth $1.67M as of Q2 2026.
  • Fidelis Capital Partners bought 278 Pultegroup shares in Q2 2026, an estimated $33.8K.
  • Pultegroup made up 0.1% of Fidelis Capital Partners's portfolio in Q2 2026, its #168 holding.
  • Fidelis Capital Partners first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.