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Karani Asset Management’s Pultegroup PHM Stock Holding History

Karani Asset 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
Q4 		– Sell
-41,026
Closed -$5.42M – 38
2025
Q3 		$5.42M Buy
41,026
+1,230
+3% +$153K 4.33% 9
2025
Q2 		$4.2M Buy
39,796
+16,122
+68% +$1.62M 4.07% 13
2025
Q1 		$2.43M Sell
23,674
-8,969
-27% -$969K 2.58% 17
2024
Q4 		$3.55M Buy
+32,643
New +$4.24M 3.32% 16
2023
Q3 		$2.43M Sell
32,750
-19,157
-37% -$1.53M 3.49% 14
2023
Q2 		$4.03M Buy
51,907
+2,526
+5% +$171K 4.07% 11
2023
Q1 		$2.88M Buy
49,381
+33
+0.1% +$1.78K 3.05% 19
2022
Q4 		$2.25M Buy
49,348
+4,341
+10% +$183K 2.62% 20
2022
Q3 		$1.69M Buy
+45,007
New +$1.89M 1.71% 21

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Karani Asset Management's PHM Position: Q4 2025 in Review

Karani Asset Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 41,026 shares — an estimated $5.42M sold.

Karani Asset Management first reported a position in PHM in Q3 2022 and held it in 9 quarters. The position peaked at $5.42M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Karani Asset Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Karani Asset Management sold 41,026 Pultegroup shares in Q4 2025, an estimated $5.42M.
  • Karani Asset Management first reported a position in Pultegroup in Q3 2022 and held it in 9 quarters.
  • Karani Asset Management's Pultegroup position peaked at $5.42M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Karani Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.