MPM
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Meritage Portfolio Management’s Pultegroup PHM Stock Holding History

Meritage Portfolio 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
Q4 		$4.84M Sell
41,259
-1,297
-3% -$159K 0.32% 93
2025
Q3 		$5.62M Sell
42,556
-5,012
-11% -$622K 0.37% 72
2025
Q2 		$5.02M Sell
47,568
-717
-1% -$72.2K 0.32% 87
2025
Q1 		$4.96M Sell
48,285
-749
-2% -$80.9K 0.33% 87
2024
Q4 		$5.34M Sell
49,034
-545
-1% -$70.8K 0.33% 78
2024
Q3 		$7.12M Sell
49,579
-1,163
-2% -$148K 0.44% 64
2024
Q2 		$5.59M Sell
50,742
-44,343
-47% -$5.04M 0.35% 84
2024
Q1 		$11.5M Sell
95,085
-6,769
-7% -$726K 0.73% 26
2023
Q4 		$10.5M Sell
101,854
-965
-0.9% -$82K 0.69% 28
2023
Q3 		$7.61M Sell
102,819
-2,437
-2% -$194K 0.56% 48
2023
Q2 		$8.18M Sell
105,256
-5,992
-5% -$406K 0.58% 41
2023
Q1 		$6.48M Buy
111,248
+205
+0.2% +$11.1K 0.49% 67
2022
Q4 		$5.06M Sell
111,043
-1,201
-1% -$50.6K 0.4% 84
2022
Q3 		$4.21M Buy
+112,244
New +$4.72M 0.35% 89
2020
Q1 		– Sell
-82,456
Closed -$3.2M – 232
2019
Q4 		$3.2M Sell
82,456
-1,337
-2% -$51.9K 0.28% 121
2019
Q3 		$3.06M Buy
83,793
+9,623
+13% +$320K 0.29% 106
2019
Q2 		$2.35M Buy
+74,170
New +$2.31M 0.24% 128

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meritage Portfolio Management's PHM Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Pultegroup (PHM) stake by 3% in Q4 2025, selling an estimated $159K and leaving 41,259 shares worth $4.84M. The position accounts for 0.32% of the portfolio, ranked #93.

Meritage Portfolio Management first reported a position in PHM in Q2 2019 and has held it in 17 quarters since. The position peaked at $11.5M in Q1 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Meritage Portfolio Management held 41,259 shares of Pultegroup worth $4.84M as of Q4 2025.
  • Meritage Portfolio Management sold 1,297 Pultegroup shares in Q4 2025, an estimated $159K.
  • Pultegroup made up 0.32% of Meritage Portfolio Management's portfolio in Q4 2025, its #93 holding.
  • Meritage Portfolio Management first reported a position in Pultegroup in Q2 2019 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Pultegroup position peaked at $11.5M in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.