LCM
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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
Q2 		$1.24M Buy
+9,015
New +$1.09M 0.05% 204
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
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

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

Logan Capital Management opened a new position in Pultegroup (PHM) in Q2 2026: 9,015 shares worth $1.24M. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in PHM as recently as Q4 2025.

Logan Capital Management first reported a position in PHM in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Logan Capital Management held 9,015 shares of Pultegroup worth $1.24M as of Q2 2026.
  • Pultegroup was a new Logan Capital Management position in Q2 2026.
  • Pultegroup made up 0.05% of Logan Capital Management's portfolio in Q2 2026, its #204 holding.
  • Logan Capital Management first reported a position in Pultegroup in Q1 2021 and has held it in 15 quarters since.
  • Logan Capital Management's Pultegroup position peaked at $2.12M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.