HSBC Holdings’s Pultegroup PHM Stock Holding History

HSBC Holdings’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
2022 Q1	–	Sell	-29,800	Closed	-$1.7M	–	3422
2021 Q4	$1.7M	Hold	29,800	–	–	﹤0.01%	1764
2021 Q3	$1.39M	Hold	29,800	–	–	﹤0.01%	1714
2021 Q2	$1.63M	Hold	29,800	–	–	﹤0.01%	1524
2021 Q1	$1.57M	Buy	+29,800	New	+$1.39M	﹤0.01%	1396
2018 Q3	–	Sell	-87,100	Closed	-$2.5M	–	2623
2018 Q2	$2.5M	Sell	87,100 -14,200	-14%	-$427K	﹤0.01%	1417
2018 Q1	$2.99M	Buy	+101,300	New	+$3.14M	﹤0.01%	1294
2016 Q4	–	Sell	-50,000	Closed	-$1M	–	2767
2016 Q3	$1M	Buy	+50,000	New	+$1.04M	﹤0.01%	1352
2014 Q1	–	Sell	-23,000	Closed	-$469K	–	1784
2013 Q4	$469K	Buy	+23,000	New	+$408K	﹤0.01%	1441

Other funds holding PHM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HSBC Holdings's PHM Position: Q2 2026 in Review

HSBC Holdings reduced its Pultegroup (PHM) stake by 8.3% in Q2 2026, selling an estimated $7.14M and leaving 648,075 shares worth $88.9M. The position accounts for 0.04% of the portfolio, ranked #413.

HSBC Holdings first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $173M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

HSBC Holdings held 648,075 shares of Pultegroup worth $88.9M as of Q2 2026.
HSBC Holdings sold 58,761 Pultegroup shares in Q2 2026, an estimated $7.14M.
Pultegroup made up 0.04% of HSBC Holdings's portfolio in Q2 2026, its #413 holding.
HSBC Holdings first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
HSBC Holdings's Pultegroup position peaked at $173M in Q3 2024.
1,045 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.