IFU
PHM icon

iSAM Funds (UK)’s Pultegroup PHM Stock Holding History

iSAM Funds (UK)’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 		– Sell
-20,575
Closed -$2.41M – 420
2025
Q4 		$2.41M Sell
20,575
-7,335
-26% -$900K 0.87% 26
2025
Q3 		$3.69M Buy
+27,910
New +$3.47M 0.76% 25
2024
Q3 		– Sell
-12,928
Closed -$1.42M – 379
2024
Q2 		$1.42M Sell
12,928
-3,634
-22% -$413K 1.07% 18
2024
Q1 		$2M Buy
+16,562
New +$1.78M 1.14% 11
2023
Q1 		– Sell
-7,291
Closed -$332K – 195
2022
Q4 		$332K Buy
+7,291
New +$307K 0.99% 38

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

iSAM Funds (UK)'s PHM Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 20,575 shares — an estimated $2.41M sold.

iSAM Funds (UK) first reported a position in PHM in Q4 2022 and held it in 5 quarters. The position peaked at $3.69M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 20,575 Pultegroup shares in Q1 2026, an estimated $2.41M.
  • iSAM Funds (UK) first reported a position in Pultegroup in Q4 2022 and held it in 5 quarters.
  • iSAM Funds (UK)'s Pultegroup position peaked at $3.69M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.