Marshall Wace’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 | $61.9M | Buy |
451,257
+205,952
| +84% | +$25M | 0.05% | 307 |
|
|
2026
Q1 | $28.9M | Buy |
+245,305
| New | +$31.4M | 0.03% | 563 |
|
|
2025
Q2 | – | Sell |
-431,009
| Closed | -$44.3M | – | 3050 |
|
|
2025
Q1 | $44.3M | Buy |
431,009
+218,441
| +103% | +$23.6M | 0.06% | 305 |
|
|
2024
Q4 | $23.1M | Sell |
212,568
-124,614
| -37% | -$16.2M | 0.03% | 493 |
|
|
2024
Q3 | $48.4M | Buy |
+337,182
| New | +$42.9M | 0.06% | 288 |
|
|
2024
Q2 | – | Sell |
-19,600
| Closed | -$2.36M | – | 2860 |
|
|
2024
Q1 | $2.36M | Buy |
+19,600
| New | +$2.1M | ﹤0.01% | 1284 |
|
|
2023
Q3 | – | Sell |
-52,250
| Closed | -$4.06M | – | 2561 |
|
|
2023
Q2 | $4.06M | Sell |
52,250
-46,776
| -47% | -$3.17M | 0.01% | 1113 |
|
|
2023
Q1 | $5.77M | Buy |
99,026
+70,026
| +241% | +$3.78M | 0.01% | 928 |
|
|
2022
Q4 | $1.32M | Buy |
+29,000
| New | +$1.22M | ﹤0.01% | 1951 |
|
|
2022
Q1 | – | Sell |
-26,803
| Closed | -$1.53M | – | 3862 |
|
|
2021
Q4 | $1.53M | Sell |
26,803
-31,340
| -54% | -$1.61M | ﹤0.01% | 2214 |
|
|
2021
Q3 | $2.67M | Buy |
+58,143
| New | +$3.02M | 0.01% | 1347 |
|
|
2021
Q2 | – | Sell |
-366,191
| Closed | -$19.2M | – | 2981 |
|
|
2021
Q1 | $19.2M | Buy |
366,191
+326,825
| +830% | +$15.3M | 0.09% | 231 |
|
|
2020
Q4 | $1.7M | Buy |
+39,366
| New | +$1.74M | 0.01% | 1015 |
|
|
2020
Q1 | – | Sell |
-484,307
| Closed | -$18.8M | – | 1964 |
|
|
2019
Q4 | $18.8M | Buy |
484,307
+395,490
| +445% | +$15.4M | 0.13% | 179 |
|
|
2019
Q3 | $3.25M | Buy |
+88,817
| New | +$2.96M | 0.03% | 615 |
|
|
2019
Q2 | – | Sell |
-3,959
| Closed | -$111K | – | 1729 |
|
|
2019
Q1 | $111K | Buy |
+3,959
| New | +$108K | ﹤0.01% | 1423 |
|
|
2016
Q3 | – | Sell |
-89,333
| Closed | -$1.74M | – | 1088 |
|
|
2016
Q2 | $1.74M | Sell |
89,333
-70,474
| -44% | -$1.31M | 0.01% | 621 |
|
|
2016
Q1 | $2.99M | Buy |
159,807
+83,472
| +109% | +$1.42M | 0.03% | 471 |
|
|
2015
Q4 | $1.36M | Buy |
+76,335
| New | +$1.42M | 0.01% | 644 |
|
|
2015
Q3 | – | Sell |
-42,670
| Closed | -$860K | – | 1021 |
|
|
2015
Q2 | $860K | Buy |
+42,670
| New | +$866K | 0.01% | 620 |
|
|
2014
Q2 | – | Sell |
-52,289
| Closed | -$1M | – | 1039 |
|
|
2014
Q1 | $1M | Buy |
+52,289
| New | +$1.03M | 0.02% | 486 |
|
Other funds holding PHM
GA
Marshall Wace's PHM Position: Q2 2026 in Review
Marshall Wace increased its Pultegroup (PHM) stake by 84% in Q2 2026, buying an estimated $25M and bringing the position to 451,257 shares worth $61.9M. The position accounts for 0.05% of the portfolio, ranked #307.
Marshall Wace first reported a position in PHM in Q1 2014 and has held it in 21 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Marshall Wace held 451,257 shares of Pultegroup worth $61.9M as of Q2 2026.
- Marshall Wace bought 205,952 Pultegroup shares in Q2 2026, an estimated $25M.
- Pultegroup made up 0.05% of Marshall Wace's portfolio in Q2 2026, its #307 holding.
- Marshall Wace first reported a position in Pultegroup in Q1 2014 and has held it in 21 quarters since.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.