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Harbour Investments’s Pultegroup PHM Stock Holding History

Harbour Investments’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
Q1 		$244K Buy
2,078
+488
+31% +$62.5K ﹤0.01% 1421
2025
Q4 		$186K Sell
1,590
-260
-14% -$31.9K ﹤0.01% 1317
2025
Q3 		$244K Sell
1,850
-38
-2% -$4.72K 0.01% 1154
2025
Q2 		$199K Sell
1,888
-562
-23% -$56.6K 0.01% 1174
2025
Q1 		$252K Sell
2,450
-811
-25% -$87.6K 0.01% 997
2024
Q4 		$355K Sell
3,261
-110
-3% -$14.3K 0.01% 811
2024
Q3 		$484K Buy
3,371
+65
+2% +$8.26K 0.01% 666
2024
Q2 		$364K Buy
3,306
+14
+0.4% +$1.59K 0.01% 726
2024
Q1 		$397K Buy
3,292
+1,685
+105% +$181K 0.01% 674
2023
Q4 		$166K Buy
1,607
+1,347
+518% +$114K 0.01% 932
2023
Q3 		$19.3K Buy
260
+45
+21% +$3.59K ﹤0.01% 1753
2023
Q2 		$16.7K Buy
215
+24
+13% +$1.63K ﹤0.01% 1827
2023
Q1 		$11.1K Sell
191
-52
-21% -$2.81K ﹤0.01% 1965
2022
Q4 		$11.1K Sell
243
-101
-29% -$4.25K ﹤0.01% 1920
2022
Q3 		$14K Hold
344
– – ﹤0.01% 1799
2022
Q2 		$14K Buy
+344
New +$14.5K ﹤0.01% 1799
2021
Q4 		$19K Sell
339
-2,424
-88% -$124K ﹤0.01% 1696
2021
Q3 		$127K Buy
2,763
+102
+4% +$5.3K ﹤0.01% 1240
2021
Q2 		$145K Sell
2,661
-86
-3% -$4.81K ﹤0.01% 1198
2021
Q1 		$144K Buy
+2,747
New +$128K 0.01% 1134

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments's PHM Position: Q1 2026 in Review

Harbour Investments increased its Pultegroup (PHM) stake by 31% in Q1 2026, buying an estimated $62.5K and bringing the position to 2,078 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Harbour Investments first reported a position in PHM in Q1 2021 and has held it in 20 quarters since. The position peaked at $484K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Harbour Investments held 2,078 shares of Pultegroup worth $244K as of Q1 2026.
  • Harbour Investments bought 488 Pultegroup shares in Q1 2026, an estimated $62.5K.
  • Pultegroup made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1421 holding.
  • Harbour Investments first reported a position in Pultegroup in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Pultegroup position peaked at $484K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.