Kovitz Investment Group Partners
PHM icon

Kovitz Investment Group Partners’s Pultegroup PHM Stock Holding History

Kovitz Investment Group Partners’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 		$1.07M Sell
7,822
-8
-0.1% -$972 0.02% 309
2026
Q1 		$921K Buy
+7,830
New +$1M 0.02% 332
2025
Q4 		– Sell
-57,560
Closed -$7.61M – 1078
2025
Q3 		$7.61M Sell
57,560
-292
-0.5% -$36.3K 0.03% 373
2025
Q2 		$6.1M Buy
57,852
+1,657
+3% +$167K 0.03% 411
2025
Q1 		$5.78M Buy
56,195
+8,788
+19% +$949K 0.03% 381
2024
Q4 		$5.16M Buy
47,407
+2,112
+5% +$274K 0.03% 391
2024
Q3 		$6.24M Buy
45,295
+3,303
+8% +$420K 0.04% 309
2024
Q2 		$4.62M Sell
41,992
-1,489
-3% -$169K 0.04% 301
2024
Q1 		$5.24M Buy
43,481
+7,021
+19% +$753K 0.07% 199
2023
Q4 		$3.76M Sell
36,460
-3,282
-8% -$279K 0.06% 191
2023
Q3 		$2.94M Sell
39,742
-2,189
-5% -$174K 0.05% 198
2023
Q2 		$3.26M Sell
41,931
-8,978
-18% -$609K 0.05% 199
2023
Q1 		$2.97M Sell
50,909
-60,293
-54% -$3.26M 0.05% 206
2022
Q4 		$5.06M Buy
111,202
+96
+0.1% +$4.04K 0.1% 155
2022
Q3 		$4.17M Sell
111,106
-11,368
-9% -$478K 0.1% 163
2022
Q2 		$4.85M Buy
122,474
+5,386
+5% +$227K 0.11% 151
2022
Q1 		$4.91M Buy
117,088
+83,748
+251% +$4.16M 0.09% 163
2021
Q4 		$1.44M Sell
33,340
-57,570
-63% -$2.95M 0.03% 235
2021
Q3 		$4.17M Buy
90,910
+20,517
+29% +$1.07M 0.08% 170
2021
Q2 		$3.84M Buy
70,393
+27,518
+64% +$1.54M 0.08% 179
2021
Q1 		$2.25M Buy
42,875
+9,635
+29% +$450K 0.05% 207
2020
Q4 		$1.43M Sell
33,240
-40
-0.1% -$1.77K 0.03% 229
2020
Q3 		$1.54M Sell
33,280
-19,974
-38% -$855K 0.04% 215
2020
Q2 		$1.81M Sell
53,254
-20,310
-28% -$610K 0.06% 193
2020
Q1 		$1.64M Buy
+73,564
New +$2.84M 0.06% 192

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

Kovitz Investment Group Partners's PHM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Pultegroup (PHM) stake by 0.1% in Q2 2026, selling an estimated $972 and leaving 7,822 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #309.

Kovitz Investment Group Partners first reported a position in PHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.61M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kovitz Investment Group Partners held 7,822 shares of Pultegroup worth $1.07M as of Q2 2026.
  • Kovitz Investment Group Partners sold 8 Pultegroup shares in Q2 2026, an estimated $972.
  • Pultegroup made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #309 holding.
  • Kovitz Investment Group Partners first reported a position in Pultegroup in Q1 2020 and has held it in 25 quarters since.
  • Kovitz Investment Group Partners's Pultegroup position peaked at $7.61M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.