Logan Capital Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-9,151
Closed -$1.08M 635
2026
Q1
$1.08M Buy
+9,151
New +$1.17M 0.05% 208

Other funds holding PHM

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.