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Intact Investment Management’s Pultegroup PHM Stock Holding History

Intact Investment Management’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
-7,400
Closed -$780K – 320
2025
Q2 		$780K Buy
+7,400
New +$746K 0.03% 238
2023
Q4 		– Sell
-4,200
Closed -$311K – 273
2023
Q3 		$311K Sell
4,200
-2,600
-38% -$207K 0.01% 233
2023
Q2 		$528K Buy
6,800
+1,600
+31% +$108K 0.02% 224
2023
Q1 		$303K Sell
5,200
-3,600
-41% -$194K 0.01% 238
2022
Q4 		$401K Sell
8,800
-2,400
-21% -$101K 0.02% 228
2022
Q3 		$420K Buy
+11,200
New +$471K 0.01% 234

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 $3.38T AUM 44.17% 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

Intact Investment Management's PHM Position: Q3 2025 in Review

Intact Investment Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 7,400 shares — an estimated $780K sold.

Intact Investment Management first reported a position in PHM in Q3 2022 and held it in 6 quarters. The position peaked at $780K in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Intact Investment Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Intact Investment Management sold 7,400 Pultegroup shares in Q3 2025, an estimated $780K.
  • Intact Investment Management first reported a position in Pultegroup in Q3 2022 and held it in 6 quarters.
  • Intact Investment Management's Pultegroup position peaked at $780K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Intact Investment Management's 13F filing for Q3 2025, filed 31 Oct 2025.