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Kathmere Capital Management’s Pultegroup PHM Stock Holding History

Kathmere Capital 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
2026
Q2 		$1.78M Buy
12,966
+1,899
+17% +$231K 0.09% 154
2026
Q1 		$1.3M Buy
11,067
+1,867
+20% +$239K 0.08% 174
2025
Q4 		$1.08M Buy
9,200
+455
+5% +$55.8K 0.07% 177
2025
Q3 		$1.16M Buy
8,745
+3,056
+54% +$380K 0.08% 155
2025
Q2 		$600K Buy
5,689
+487
+9% +$49.1K 0.05% 246
2025
Q1 		$535K Buy
5,202
+140
+3% +$15.1K 0.05% 235
2024
Q4 		$551K Sell
5,062
-148
-3% -$19.2K 0.05% 203
2024
Q3 		$748K Buy
5,210
+1,245
+31% +$158K 0.07% 155
2024
Q2 		$437K Buy
3,965
+821
+26% +$93.2K 0.05% 192
2024
Q1 		$379K Buy
3,144
+407
+15% +$43.7K 0.04% 198
2023
Q4 		$283K Buy
+2,737
New +$233K 0.04% 215

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

Kathmere Capital Management's PHM Position: Q2 2026 in Review

Kathmere Capital Management increased its Pultegroup (PHM) stake by 17% in Q2 2026, buying an estimated $231K and bringing the position to 12,966 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #154.

Kathmere Capital Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kathmere Capital Management held 12,966 shares of Pultegroup worth $1.78M as of Q2 2026.
  • Kathmere Capital Management bought 1,899 Pultegroup shares in Q2 2026, an estimated $231K.
  • Pultegroup made up 0.09% of Kathmere Capital Management's portfolio in Q2 2026, its #154 holding.
  • Kathmere Capital Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.