Kessler Investment Group’s Pultegroup PHM Stock Holding History

Kessler Investment Group’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 Q2	–	Sell	-47,499	Closed	-$4.88M	–	217
2025 Q1	$4.88M	Buy	+47,499	New	+$5.13M	2.38%	23
2023 Q3	–	Sell	-72,566	Closed	-$5.64M	–	172
2023 Q2	$5.64M	Buy	+72,566	New	+$4.92M	3.97%	7

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kessler Investment Group's PHM Position: Q2 2025 in Review

Kessler Investment Group sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 47,499 shares — an estimated $4.88M sold.

Kessler Investment Group first reported a position in PHM in Q2 2023 and held it in 2 quarters. The position peaked at $5.64M in Q2 2023. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Kessler Investment Group reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Kessler Investment Group sold 47,499 Pultegroup shares in Q2 2025, an estimated $4.88M.
Kessler Investment Group first reported a position in Pultegroup in Q2 2023 and held it in 2 quarters.
Kessler Investment Group's Pultegroup position peaked at $5.64M in Q2 2023.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Kessler Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.