Interchange Capital Partners’s Pultegroup PHM Stock Holding History

Interchange Capital Partners’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	$273K	Sell	2,474 -1,790	-42%	-$229K	0.09%	209
2025 Q4	$500K	Buy	4,264 +704	+20%	+$86.3K	0.09%	199
2025 Q3	$470K	Buy	3,560 +1,577	+80%	+$196K	0.09%	194
2025 Q2	$209K	Sell	1,983 -97	-5%	-$9.77K	0.05%	267
2025 Q1	$214K	Buy	+2,080	New	+$225K	0.06%	254
2023 Q2	–	Sell	-4,482	Closed	-$259K	–	205
2023 Q1	$259K	Buy	+4,482	New	+$242K	0.14%	166
2022 Q4	–	Sell	-5,540	Closed	-$207K	–	154
2022 Q3	$207K	Sell	5,540 -195	-3%	-$8.2K	0.23%	138
2022 Q2	$227K	Buy	+5,735	New	+$242K	0.26%	130

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Interchange Capital Partners's PHM Position: Q1 2026 in Review

Interchange Capital Partners reduced its Pultegroup (PHM) stake by 42% in Q1 2026, selling an estimated $229K and leaving 2,474 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #209.

Interchange Capital Partners first reported a position in PHM in Q2 2022 and has held it in 8 quarters since. The position peaked at $500K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Interchange Capital Partners held 2,474 shares of Pultegroup worth $273K as of Q1 2026.
Interchange Capital Partners sold 1,790 Pultegroup shares in Q1 2026, an estimated $229K.
Pultegroup made up 0.09% of Interchange Capital Partners's portfolio in Q1 2026, its #209 holding.
Interchange Capital Partners first reported a position in Pultegroup in Q2 2022 and has held it in 8 quarters since.
Interchange Capital Partners's Pultegroup position peaked at $500K in Q4 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.