HI
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Horizon Investments’s Pultegroup PHM Stock Holding History

Horizon 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 		$1.82M Sell
15,483
-5,686
-27% -$728K 0.02% 507
2025
Q4 		$2.48M Buy
21,169
+2,137
+11% +$262K 0.03% 419
2025
Q3 		$2.51M Buy
19,032
+1,152
+6% +$143K 0.03% 397
2025
Q2 		$1.89M Buy
17,880
+14,960
+512% +$1.51M 0.03% 402
2025
Q1 		$300K Buy
2,920
+79
+3% +$8.53K 0.01% 464
2024
Q4 		$309K Buy
2,841
+19
+0.7% +$2.47K 0.01% 451
2024
Q3 		$405K Sell
2,822
-489
-15% -$62.2K 0.01% 397
2024
Q2 		$365K Sell
3,311
-18
-0.5% -$2.04K 0.01% 423
2024
Q1 		$402K Sell
3,329
-30
-0.9% -$3.22K 0.01% 398
2023
Q4 		$347K Sell
3,359
-159
-5% -$13.5K 0.01% 398
2023
Q3 		$261K Sell
3,518
-189
-5% -$15.1K 0.01% 445
2023
Q2 		$288K Sell
3,707
-883
-19% -$59.8K 0.01% 424
2023
Q1 		$268K Sell
4,590
-3,506
-43% -$189K 0.01% 431
2022
Q4 		$369K Sell
8,096
-1,638
-17% -$69K 0.01% 424
2022
Q3 		$365K Buy
9,734
+3,380
+53% +$142K 0.01% 371
2022
Q2 		$252K Buy
+6,354
New +$268K 0.01% 409
2021
Q3 		– Sell
-7,316
Closed -$399K – 507
2021
Q2 		$399K Sell
7,316
-3,372
-32% -$189K 0.01% 355
2021
Q1 		$560K Buy
+10,688
New +$499K 0.02% 277
2020
Q4 		– Sell
-11,306
Closed -$523K – 315
2020
Q3 		$523K Buy
+11,306
New +$484K 0.02% 284
2020
Q1 		– Sell
-16,414
Closed -$637K – 452
2019
Q4 		$637K Buy
+16,414
New +$638K 0.03% 236
2019
Q3 		– Sell
-16,168
Closed -$511K – 517
2019
Q2 		$511K Buy
16,168
+8,550
+112% +$267K 0.01% 253
2019
Q1 		$213K Buy
+7,618
New +$208K 0.01% 383

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Horizon Investments's PHM Position: Q1 2026 in Review

Horizon Investments reduced its Pultegroup (PHM) stake by 27% in Q1 2026, selling an estimated $728K and leaving 15,483 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #507.

Horizon Investments first reported a position in PHM in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.51M in Q3 2025. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Horizon Investments held 15,483 shares of Pultegroup worth $1.82M as of Q1 2026.
  • Horizon Investments sold 5,686 Pultegroup shares in Q1 2026, an estimated $728K.
  • Pultegroup made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #507 holding.
  • Horizon Investments first reported a position in Pultegroup in Q1 2019 and has held it in 22 quarters since.
  • Horizon Investments's Pultegroup position peaked at $2.51M in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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