Freestone Capital Holdings’s Pultegroup PHM Stock Holding History

Freestone Capital Holdings’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	$700K	Buy	5,104 +2,384	+88%	+$290K	0.02%	317
2026 Q1	$320K	Buy	2,720 +6	+0.2%	+$768	0.01%	434
2025 Q4	$318K	Buy	2,714 +7	+0.3%	+$859	0.01%	411
2025 Q3	$358K	Buy	+2,707	New	+$336K	0.01%	400
2014 Q1	–	Sell	-13,013	Closed	-$265K	–	278
2013 Q4	$265K	Buy	+13,013	New	+$231K	0.05%	237

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

Freestone Capital Holdings's PHM Position: Q2 2026 in Review

Freestone Capital Holdings increased its Pultegroup (PHM) stake by 88% in Q2 2026, buying an estimated $290K and bringing the position to 5,104 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #317.

Freestone Capital Holdings first reported a position in PHM in Q4 2013 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Freestone Capital Holdings held 5,104 shares of Pultegroup worth $700K as of Q2 2026.
Freestone Capital Holdings bought 2,384 Pultegroup shares in Q2 2026, an estimated $290K.
Pultegroup made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #317 holding.
Freestone Capital Holdings first reported a position in Pultegroup in Q4 2013 and has held it in 5 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.