Madison Asset Management’s Pultegroup PHM Stock Holding History

Madison Asset 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
2025 Q1	–	Sell	-2,140	Closed	-$233K	–	364
2024 Q4	$233K	Hold	2,140	–	–	﹤0.01%	331
2024 Q3	$307K	Hold	2,140	–	–	﹤0.01%	310
2024 Q2	$236K	Hold	2,140	–	–	﹤0.01%	315
2024 Q1	$258K	Buy	+2,140	New	+$230K	﹤0.01%	317

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Asset Management's PHM Position: Q1 2025 in Review

Madison Asset Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,140 shares — an estimated $233K sold.

Madison Asset Management first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $307K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Madison Asset Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Madison Asset Management sold 2,140 Pultegroup shares in Q1 2025, an estimated $233K.
Madison Asset Management first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
Madison Asset Management's Pultegroup position peaked at $307K in Q3 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Madison Asset Management's 13F filing for Q1 2025, filed 6 May 2025.