Holocene Advisors
PHM icon

Holocene Advisors’s Pultegroup PHM Stock Holding History

Holocene Advisors’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
Q3 		– Sell
-51,164
Closed -$5.4M – 877
2025
Q2 		$5.4M Buy
+51,164
New +$5.15M 0.01% 365
2024
Q3 		– Sell
-359,453
Closed -$39.6M – 826
2024
Q2 		$39.6M Sell
359,453
-662,164
-65% -$75.2M 0.17% 154
2024
Q1 		$123M Sell
1,021,617
-50,148
-5% -$5.38M 0.45% 73
2023
Q4 		$111M Buy
1,071,765
+357,562
+50% +$30.4M 0.43% 81
2023
Q3 		$52.9M Buy
714,203
+326,805
+84% +$26.1M 0.23% 132
2023
Q2 		$30.1M Buy
+387,398
New +$26.3M 0.13% 178
2021
Q4 		– Sell
-142,631
Closed -$6.55M – 951
2021
Q3 		$6.55M Buy
+142,631
New +$7.41M 0.04% 292
2021
Q2 		– Sell
-79,045
Closed -$4.14M – 919
2021
Q1 		$4.14M Buy
79,045
+2,797
+4% +$131K 0.03% 434
2020
Q4 		$3.29M Buy
76,248
+19,302
+34% +$855K 0.02% 321
2020
Q3 		$2.64M Buy
56,946
+13,650
+32% +$584K 0.02% 322
2020
Q2 		$1.47M Buy
+43,296
New +$1.3M 0.01% 362
2019
Q4 		– Sell
-22,162
Closed -$810K – 753
2019
Q3 		$810K Buy
+22,162
New +$737K 0.01% 527
2019
Q1 		– Sell
-138,669
Closed -$3.6M – 768
2018
Q4 		$3.6M Buy
138,669
+110,079
+385% +$2.72M 0.06% 110
2018
Q3 		$708K Buy
+28,590
New +$810K 0.01% 444

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holocene Advisors's PHM Position: Q3 2025 in Review

Holocene Advisors sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 51,164 shares — an estimated $5.4M sold.

Holocene Advisors first reported a position in PHM in Q3 2018 and held it in 14 quarters. The position peaked at $123M in Q1 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Holocene Advisors reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Holocene Advisors sold 51,164 Pultegroup shares in Q3 2025, an estimated $5.4M.
  • Holocene Advisors first reported a position in Pultegroup in Q3 2018 and held it in 14 quarters.
  • Holocene Advisors's Pultegroup position peaked at $123M in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Holocene Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.