Marquette Asset Management’s Pultegroup PHM Stock Holding History

Marquette 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
2026 Q2	$1.37K	Buy	+10	New	+$1.21K	﹤0.01%	685
2025 Q4	–	Sell	-22	Closed	-$2.91K	–	835
2025 Q3	$2.91K	Buy	+22	New	+$2.73K	﹤0.01%	438
2023 Q4	–	Sell	-83	Closed	-$6.15K	–	271
2023 Q3	$6.15K	Sell	83 -71	-46%	-$5.66K	﹤0.01%	240
2023 Q2	$12K	Buy	+154	New	+$10.4K	﹤0.01%	219
2015 Q2	–	Sell	-9,866	Closed	-$219K	–	90
2015 Q1	$219K	Sell	9,866 -298	-3%	-$6.49K	0.09%	82
2014 Q4	$218K	Sell	10,164 -626	-6%	-$12.5K	0.09%	82
2014 Q3	$191K	Hold	10,790	–	–	0.08%	84
2014 Q2	$218K	Hold	10,790	–	–	0.09%	78
2014 Q1	$207K	Hold	10,790	–	–	0.09%	84
2013 Q4	$220K	Sell	10,790 -924	-8%	-$16.4K	0.09%	76
2013 Q3	$193K	Hold	11,714	–	–	0.09%	76
2013 Q2	$222K	Buy	+11,714	New	+$243K	0.11%	73

Other funds holding PHM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marquette Asset Management's PHM Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Pultegroup (PHM) in Q2 2026: 10 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in PHM as recently as Q3 2025.

Marquette Asset Management first reported a position in PHM in Q2 2013 and has held it in 12 quarters since. The position peaked at $222K in Q2 2013. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Marquette Asset Management held 10 shares of Pultegroup worth $1.37K as of Q2 2026.
Pultegroup was a new Marquette Asset Management position in Q2 2026.
Pultegroup made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #685 holding.
Marquette Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 12 quarters since.
Marquette Asset Management's Pultegroup position peaked at $222K in Q2 2013.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.