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	-16,600	Closed	-$947K	–	3423
2021 Q4	$947K	Hold	16,600	–	–	﹤0.01%	2086
2021 Q3	$772K	Hold	16,600	–	–	﹤0.01%	2020
2021 Q2	$907K	Hold	16,600	–	–	﹤0.01%	1819
2021 Q1	$875K	Sell	16,600 -37,700	-69%	-$1.76M	﹤0.01%	1668
2020 Q4	$2.35M	Hold	54,300	–	–	﹤0.01%	1281
2020 Q3	$2.55M	Sell	54,300 -42,600	-44%	-$1.82M	﹤0.01%	1195
2020 Q2	$3.3M	Hold	96,900	–	–	0.01%	1003
2020 Q1	$2.2M	Buy	+96,900	New	+$3.74M	0.01%	1134
2019 Q1	–	Sell	-72,600	Closed	-$1.89M	–	2854
2018 Q4	$1.89M	Hold	72,600	–	–	﹤0.01%	1519
2018 Q3	$1.8M	Hold	72,600	–	–	﹤0.01%	1506
2018 Q2	$2.09M	Sell	72,600 -71,900	-50%	-$2.16M	﹤0.01%	1482
2018 Q1	$4.26M	Buy	+144,500	New	+$4.48M	0.01%	1166
2017 Q4	–	Sell	-6,500	Closed	-$178K	–	2317
2017 Q3	$178K	Buy	+6,500	New	+$164K	﹤0.01%	2187
2016 Q1	–	Sell	-150,000	Closed	-$2.67M	–	2204
2015 Q4	$2.67M	Buy	+150,000	New	+$2.8M	0.01%	1176

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.