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	–	1265
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 $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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 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