Massachusetts Financial Services
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Massachusetts Financial Services’s Pultegroup PHM Stock Holding History

Massachusetts Financial Services’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 		$250M Sell
1,824,180
-423,683
-19% -$51.5M 0.08% 224
2026
Q1 		$264M Sell
2,247,863
-92,355
-4% -$11.8M 0.09% 208
2025
Q4 		$274M Sell
2,340,218
-50,483
-2% -$6.19M 0.09% 211
2025
Q3 		$316M Buy
+2,390,701
New +$297M 0.1% 202
2022
Q1 		– Sell
-7,671
Closed -$438K – 889
2021
Q4 		$438K Sell
7,671
-3,334
-30% -$171K ﹤0.01% 862
2021
Q3 		$505K Sell
11,005
-65,994
-86% -$3.43M ﹤0.01% 874
2021
Q2 		$4.2M Sell
76,999
-4,076
-5% -$228K ﹤0.01% 723
2021
Q1 		$4.25M Sell
81,075
-12,889
-14% -$602K ﹤0.01% 705
2020
Q4 		$4.05M Sell
93,964
-1,394
-1% -$61.8K ﹤0.01% 684
2020
Q3 		$4.41M Buy
95,358
+86,617
+991% +$3.71M ﹤0.01% 669
2020
Q2 		$297K Sell
8,741
-61,713
-88% -$1.85M ﹤0.01% 781
2020
Q1 		$1.57M Sell
70,454
-12,902
-15% -$498K ﹤0.01% 702
2019
Q4 		$3.23M Buy
83,356
+582
+0.7% +$22.6K ﹤0.01% 672
2019
Q3 		$3.02M Buy
82,774
+317
+0.4% +$10.5K ﹤0.01% 691
2019
Q2 		$2.61M Sell
82,457
-5,399
-6% -$168K ﹤0.01% 706
2019
Q1 		$2.46M Sell
87,856
-1,396,685
-94% -$38.1M ﹤0.01% 697
2018
Q4 		$38.6M Sell
1,484,541
-32,890
-2% -$813K 0.02% 404
2018
Q3 		$37.6M Buy
1,517,431
+942,057
+164% +$26.7M 0.02% 440
2018
Q2 		$16.5M Sell
575,374
-22,639
-4% -$681K 0.01% 550
2018
Q1 		$17.6M Buy
598,013
+469,744
+366% +$14.6M 0.01% 515
2017
Q4 		$4.26M Buy
128,269
+42,746
+50% +$1.33M ﹤0.01% 673
2017
Q3 		$2.34M Buy
+85,523
New +$2.16M ﹤0.01% 695
2015
Q3 		– Sell
-2,643,040
Closed -$53.3M – 894
2015
Q2 		$53.3M Buy
2,643,040
+238,436
+10% +$4.84M 0.03% 337
2015
Q1 		$53.5M Sell
2,404,604
-91,379
-4% -$1.99M 0.03% 338
2014
Q4 		$53.6M Sell
2,495,983
-1,466,076
-37% -$29.3M 0.03% 324
2014
Q3 		$70M Buy
+3,962,059
New +$74.6M 0.04% 295
2013
Q3 		– Sell
-695,660
Closed -$13.2M – 842
2013
Q2 		$13.2M Buy
+695,660
New +$14.5M 0.01% 501

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Massachusetts Financial Services's PHM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Pultegroup (PHM) stake by 19% in Q2 2026, selling an estimated $51.5M and leaving 1,824,180 shares worth $250M. The position accounts for 0.08% of the portfolio, ranked #224.

Massachusetts Financial Services first reported a position in PHM in Q2 2013 and has held it in 27 quarters since. The position peaked at $316M in Q3 2025. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Massachusetts Financial Services held 1,824,180 shares of Pultegroup worth $250M as of Q2 2026.
  • Massachusetts Financial Services sold 423,683 Pultegroup shares in Q2 2026, an estimated $51.5M.
  • Pultegroup made up 0.08% of Massachusetts Financial Services's portfolio in Q2 2026, its #224 holding.
  • Massachusetts Financial Services first reported a position in Pultegroup in Q2 2013 and has held it in 27 quarters since.
  • Massachusetts Financial Services's Pultegroup position peaked at $316M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.