Golden State Equity Partners’s Pultegroup PHM Stock Holding History

Golden State Equity 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	$3.02K	Sell	22 -3,740	-99%	-$454K	0.01%	277
2026 Q1	$442K	Buy	3,762 +755	+25%	+$96.7K	0.03%	482
2025 Q4	$353K	Buy	3,007 +33	+1%	+$4.05K	0.06%	360
2025 Q3	$393K	Buy	2,974 +376	+14%	+$46.7K	0.07%	307
2025 Q2	$274K	Sell	2,598 -19	-0.7%	-$1.91K	0.05%	352
2025 Q1	$269K	Buy	2,617 +356	+16%	+$38.5K	0.05%	359
2024 Q4	$246K	Buy	2,261 +495	+28%	+$64.3K	0.05%	368
2024 Q3	$253K	Buy	+1,766	New	+$225K	0.13%	154
2022 Q1	–	Sell	-22,252	Closed	-$1.27M	–	216
2021 Q4	$1.27M	Buy	+22,252	New	+$1.14M	0.64%	37

Other funds holding PHM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Golden State Equity Partners's PHM Position: Q2 2026 in Review

Golden State Equity Partners reduced its Pultegroup (PHM) stake by 99% in Q2 2026, selling an estimated $454K and leaving 22 shares worth $3.02K. The position accounts for 0.01% of the portfolio, ranked #277.

Golden State Equity Partners first reported a position in PHM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2021. 527 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Golden State Equity Partners held 22 shares of Pultegroup worth $3.02K as of Q2 2026.
Golden State Equity Partners sold 3,740 Pultegroup shares in Q2 2026, an estimated $454K.
Pultegroup made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #277 holding.
Golden State Equity Partners first reported a position in Pultegroup in Q4 2021 and has held it in 9 quarters since.
Golden State Equity Partners's Pultegroup position peaked at $1.27M in Q4 2021.
527 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.