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Flagship Harbor Advisors’s Pultegroup PHM Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-1,558
Closed -$206K – 2306
2025
Q3 		$206K Buy
+1,558
New +$194K 0.01% 768
2025
Q1 		– Sell
-2,176
Closed -$237K – 767
2024
Q4 		$237K Sell
2,176
-43
-2% -$5.58K 0.01% 642
2024
Q3 		$318K Buy
2,219
+161
+8% +$20.5K 0.02% 537
2024
Q2 		$227K Buy
2,058
+227
+12% +$25.8K 0.01% 623
2024
Q1 		$221K Buy
+1,831
New +$196K 0.01% 610
2020
Q4 		– Sell
-1,653
Closed -$76K – 1399
2020
Q3 		$76K Buy
1,653
+321
+24% +$13.7K 0.01% 736
2020
Q2 		$45K Sell
1,332
-423
-24% -$12.7K 0.01% 889
2020
Q1 		$39K Buy
1,755
+164
+10% +$6.33K 0.01% 826
2019
Q4 		$62K Buy
1,591
+4
+0.3% +$155 0.01% 756
2019
Q3 		$58K Sell
1,587
-316
-17% -$10.5K 0.01% 738
2019
Q2 		$60K Sell
1,903
-366
-16% -$11.4K 0.01% 709
2019
Q1 		$63K Sell
2,269
-678
-23% -$18.5K 0.01% 688
2018
Q4 		$76K Sell
2,947
-378
-11% -$9.35K 0.02% 599
2018
Q3 		$81K Sell
3,325
-577
-15% -$16.4K 0.02% 653
2018
Q2 		$112K Buy
+3,902
New +$117K 0.02% 544

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Flagship Harbor Advisors's PHM Position: Q4 2025 in Review

Flagship Harbor Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,558 shares — an estimated $206K sold.

Flagship Harbor Advisors first reported a position in PHM in Q2 2018 and held it in 15 quarters. The position peaked at $318K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Flagship Harbor Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,558 Pultegroup shares in Q4 2025, an estimated $206K.
  • Flagship Harbor Advisors first reported a position in Pultegroup in Q2 2018 and held it in 15 quarters.
  • Flagship Harbor Advisors's Pultegroup position peaked at $318K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Flagship Harbor Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.