Ken Fisher
PHM icon

Ken Fisher’s Pultegroup PHM Stock Holding History

Ken Fisher’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 		$234K Sell
1,706
-98
-5% -$11.9K ﹤0.01% 986
2026
Q1 		$212K Buy
1,804
+58
+3% +$7.43K ﹤0.01% 976
2025
Q4 		$205K Buy
+1,746
New +$214K ﹤0.01% 991
2024
Q4 		– Sell
-1,550
Closed -$223K – 1002
2024
Q3 		$223K Sell
1,550
-525
-25% -$66.7K ﹤0.01% 882
2024
Q2 		$229K Buy
+2,075
New +$236K ﹤0.01% 932
2023
Q4 		– Sell
-629
Closed -$46.6K – 1087
2023
Q3 		$46.6K Buy
+629
New +$50.1K ﹤0.01% 1069

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ken Fisher's PHM Position: Q2 2026 in Review

Ken Fisher reduced its Pultegroup (PHM) stake by 5.4% in Q2 2026, selling an estimated $11.9K and leaving 1,706 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Ken Fisher first reported a position in PHM in Q3 2023 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ken Fisher held 1,706 shares of Pultegroup worth $234K as of Q2 2026.
  • Ken Fisher sold 98 Pultegroup shares in Q2 2026, an estimated $11.9K.
  • Pultegroup made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #986 holding.
  • Ken Fisher first reported a position in Pultegroup in Q3 2023 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.