Hexagon Capital Partners’s Pultegroup PHM Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-620	Closed	-$63.7K	–	1257
2025 Q1	$63.7K	Sell	620 -439	-41%	-$47.4K	0.01%	405
2024 Q4	$115K	Sell	1,059 -17	-2%	-$2.21K	0.02%	294
2024 Q3	$154K	Sell	1,076 -122	-10%	-$15.5K	0.03%	244
2024 Q2	$132K	Sell	1,198 -23	-2%	-$2.61K	0.03%	258
2024 Q1	$147K	Hold	1,221	–	–	0.03%	242
2023 Q4	$126K	Sell	1,221 -86	-7%	-$7.31K	0.03%	256
2023 Q3	$96.8K	Hold	1,307	–	–	0.03%	266
2023 Q2	$102K	Sell	1,307 -18	-1%	-$1.22K	0.03%	256
2023 Q1	$77.2K	Sell	1,325 -6	-0.5%	-$324	0.02%	284
2022 Q4	$60.6K	Sell	1,331 -104	-7%	-$4.38K	0.02%	318
2022 Q3	$54K	Sell	1,435 -36	-2%	-$1.51K	0.02%	361
2022 Q2	$58K	Hold	1,471	–	–	0.02%	340
2022 Q1	$62K	Hold	1,471	–	–	0.02%	337
2021 Q4	$84K	Hold	1,471	–	–	0.02%	286
2021 Q3	$68K	Hold	1,471	–	–	0.02%	309
2021 Q2	$80K	Sell	1,471 -174	-11%	-$9.73K	0.02%	272
2021 Q1	$86K	Sell	1,645 -15	-0.9%	-$700	0.02%	249
2020 Q4	$71K	Hold	1,660	–	–	0.02%	235
2020 Q3	$69K	Buy	+1,660	New	+$71K	0.02%	220

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hexagon Capital Partners's PHM Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 620 shares — an estimated $63.7K sold.

Hexagon Capital Partners first reported a position in PHM in Q3 2020 and held it in 19 quarters. The position peaked at $154K in Q3 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Hexagon Capital Partners reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 620 Pultegroup shares in Q2 2025, an estimated $63.7K.
Hexagon Capital Partners first reported a position in Pultegroup in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's Pultegroup position peaked at $154K in Q3 2024.
946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.