Logan Capital Management’s Pultegroup PHM Stock Holding History

Logan 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 Q1	–	Sell	-8,203	Closed	-$1.05M	–	467
2025 Q4	$962K	Sell	8,203 -2,473	-23%	-$303K	0.04%	212
2025 Q3	$1.41M	Buy	10,676 +3,560	+50%	+$442K	0.06%	194
2025 Q2	$750K	Sell	7,116 -6,323	-47%	-$637K	0.03%	217
2025 Q1	$1.38M	Buy	13,439 +649	+5%	+$70.1K	0.06%	198
2024 Q4	$1.39M	Sell	12,790 -2,007	-14%	-$261K	0.06%	201
2024 Q3	$2.12M	Buy	14,797 +5,976	+68%	+$760K	0.09%	178
2024 Q2	$971K	Buy	+8,821	New	+$1M	0.04%	219
2022 Q4	–	Sell	-2,350	Closed	-$88K	–	535
2022 Q3	$88K	Hold	2,350	–	–	0.01%	310
2022 Q2	$93K	Buy	2,350 +885	+60%	+$37.3K	0.01%	315
2022 Q1	$61K	Sell	1,465 -885	-38%	-$43.9K	﹤0.01%	348
2021 Q4	$134K	Hold	2,350	–	–	0.01%	306
2021 Q3	$108K	Hold	2,350	–	–	0.01%	314
2021 Q2	$128K	Hold	2,350	–	–	0.01%	305
2021 Q1	$123K	Buy	+2,350	New	+$110K	0.01%	300

Other funds holding PHM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Logan Capital Management's PHM Position: Q1 2026 in Review

Logan Capital Management sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 8,203 shares — an estimated $1.05M sold.

Logan Capital Management first reported a position in PHM in Q1 2021 and held it in 14 quarters. The position peaked at $2.12M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Logan Capital Management reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 8,203 Pultegroup shares in Q1 2026, an estimated $1.05M.
Logan Capital Management first reported a position in Pultegroup in Q1 2021 and held it in 14 quarters.
Logan Capital Management's Pultegroup position peaked at $2.12M in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.