FGP
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Freestone Grove Partners’s Pultegroup PHM Stock Holding History

Freestone Grove 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 		$72.7M Buy
530,182
+348,398
+192% +$42.3M 0.47% 48
2026
Q1 		$21.4M Buy
+181,784
New +$23.3M 0.15% 201
2025
Q4 		– Sell
-439,368
Closed -$58.1M – 890
2025
Q3 		$58.1M Sell
439,368
-91,847
-17% -$11.4M 0.43% 70
2025
Q2 		$56M Buy
+531,215
New +$53.5M 0.42% 76

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 $3.37T AUM 44.26% 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

Freestone Grove Partners's PHM Position: Q2 2026 in Review

Freestone Grove Partners increased its Pultegroup (PHM) stake by 192% in Q2 2026, buying an estimated $42.3M and bringing the position to 530,182 shares worth $72.7M. The position accounts for 0.47% of the portfolio, ranked #48.

Freestone Grove Partners first reported a position in PHM in Q2 2025 and has held it in 4 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Freestone Grove Partners held 530,182 shares of Pultegroup worth $72.7M as of Q2 2026.
  • Freestone Grove Partners bought 348,398 Pultegroup shares in Q2 2026, an estimated $42.3M.
  • Pultegroup made up 0.47% of Freestone Grove Partners's portfolio in Q2 2026, its #48 holding.
  • Freestone Grove Partners first reported a position in Pultegroup in Q2 2025 and has held it in 4 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.