First Manhattan’s Pultegroup PHM Stock Holding History

First Manhattan’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	$894K	Sell	6,500 -11,115	-63%	-$1.35M	﹤0.01%	455
2026 Q1	$2.08M	Sell	17,615 -15,365	-47%	-$1.97M	0.01%	343
2025 Q4	$3.88M	Buy	32,980 +1,155	+4%	+$142K	0.01%	262
2025 Q3	$4.21M	Buy	+31,825	New	+$3.95M	0.01%	258
2024 Q2	–	Sell	-1,000	Closed	-$121K	–	1119
2024 Q1	$121K	Buy	+1,000	New	+$107K	﹤0.01%	735
2020 Q3	–	Sell	-517	Closed	-$17K	–	1420
2020 Q2	$17K	Hold	517	–	–	﹤0.01%	1064
2020 Q1	$11K	Buy	+517	New	+$20K	﹤0.01%	1126
2018 Q4	–	Sell	-150	Closed	-$3K	–	1421
2018 Q3	$3K	Buy	+150	New	+$4.25K	﹤0.01%	1323
2017 Q2	–	Sell	-175	Closed	-$4K	–	1447
2017 Q1	$4K	Buy	+175	New	+$3.77K	﹤0.01%	1291
2016 Q3	–	Sell	-405	Closed	-$7K	–	1445
2016 Q2	$7K	Buy	+405	New	+$7.51K	﹤0.01%	1278
2015 Q3	–	Sell	-1,000	Closed	-$20K	–	1470
2015 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1109
2015 Q1	$22K	Hold	1,000	–	–	﹤0.01%	1104
2014 Q4	$21K	Buy	+1,000	New	+$20K	﹤0.01%	1127
2014 Q1	–	Sell	-50	Closed	-$987	–	1445
2013 Q4	$1K	Hold	50	–	–	﹤0.01%	1335
2013 Q3	$0	Hold	50	–	–	﹤0.01%	1393
2013 Q2	$0	Buy	+50	New	+$1.04K	﹤0.01%	1376

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Manhattan's PHM Position: Q2 2026 in Review

First Manhattan reduced its Pultegroup (PHM) stake by 63% in Q2 2026, selling an estimated $1.35M and leaving 6,500 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

First Manhattan first reported a position in PHM in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.21M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

First Manhattan held 6,500 shares of Pultegroup worth $894K as of Q2 2026.
First Manhattan sold 11,115 Pultegroup shares in Q2 2026, an estimated $1.35M.
Pultegroup made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #455 holding.
First Manhattan first reported a position in Pultegroup in Q2 2013 and has held it in 16 quarters since.
First Manhattan's Pultegroup position peaked at $4.21M in Q3 2025.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.