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Ground Swell Capital’s Pultegroup PHM Stock Holding History

Ground Swell Capital’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
Q2 		– Sell
-3,829
Closed -$394K – 236
2025
Q1 		$394K Buy
+3,829
New +$414K 0.85% 32
2014
Q3 		$21K Buy
1,170
+786
+205% +$14.8K 0.04% 507
2014
Q2 		$8K Buy
+384
New +$7.37K 0.02% 848

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ground Swell Capital's PHM Position: Q2 2025 in Review

Ground Swell Capital sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 3,829 shares — an estimated $394K sold.

Ground Swell Capital first reported a position in PHM in Q2 2014 and held it in 3 quarters. The position peaked at $394K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Ground Swell Capital reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 3,829 Pultegroup shares in Q2 2025, an estimated $394K.
  • Ground Swell Capital first reported a position in Pultegroup in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Pultegroup position peaked at $394K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.