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Inscription Capital’s Pultegroup PHM Stock Holding History

Inscription Capital’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
Q2 		$1.06M Sell
7,719
-2,546
-25% -$309K 0.09% 203
2026
Q1 		$1.21M Sell
10,265
-778
-7% -$99.6K 0.13% 147
2025
Q4 		$1.29M Buy
11,043
+564
+5% +$69.2K 0.13% 136
2025
Q3 		$1.38M Buy
10,479
+4,936
+89% +$613K 0.15% 111
2025
Q2 		$585K Buy
+5,543
New +$558K 0.08% 177

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Inscription Capital's PHM Position: Q2 2026 in Review

Inscription Capital reduced its Pultegroup (PHM) stake by 25% in Q2 2026, selling an estimated $309K and leaving 7,719 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #203.

Inscription Capital first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Inscription Capital held 7,719 shares of Pultegroup worth $1.06M as of Q2 2026.
  • Inscription Capital sold 2,546 Pultegroup shares in Q2 2026, an estimated $309K.
  • Pultegroup made up 0.09% of Inscription Capital's portfolio in Q2 2026, its #203 holding.
  • Inscription Capital first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • Inscription Capital's Pultegroup position peaked at $1.38M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.