Moody Aldrich Partners’s Pultegroup PHM Stock Holding History

Moody Aldrich Partners’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	$241K	Buy	+1,759	New	+$214K	0.04%	167
2025 Q1	–	Sell	-2,653	Closed	-$289K	–	207
2024 Q4	$289K	Sell	2,653 -12	-0.5%	-$1.56K	0.05%	167
2024 Q3	$383K	Sell	2,665 -3	-0.1%	-$381	0.07%	144
2024 Q2	$294K	Sell	2,668 -1,267	-32%	-$144K	0.06%	167
2024 Q1	$475K	Sell	3,935 -21	-0.5%	-$2.25K	0.08%	144
2023 Q4	$408K	Buy	+3,956	New	+$336K	0.07%	149
2023 Q2	–	Sell	-4,182	Closed	-$244K	–	173
2023 Q1	$244K	Buy	+4,182	New	+$226K	0.05%	146
2021 Q3	–	Sell	-5,767	Closed	-$315K	–	180
2021 Q2	$315K	Sell	5,767 -85	-1%	-$4.75K	0.04%	151
2021 Q1	$307K	Buy	5,852 +941	+19%	+$43.9K	0.04%	155
2020 Q4	$212K	Sell	4,911 -2,920	-37%	-$129K	0.03%	170
2020 Q3	$362K	Sell	7,831 -2,180	-22%	-$93.3K	0.08%	129
2020 Q2	$341K	Buy	+10,011	New	+$301K	0.07%	132

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

Moody Aldrich Partners's PHM Position: Q2 2026 in Review

Moody Aldrich Partners opened a new position in Pultegroup (PHM) in Q2 2026: 1,759 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: Moody Aldrich Partners previously reported a position in PHM as recently as Q4 2024.

Moody Aldrich Partners first reported a position in PHM in Q2 2020 and has held it in 12 quarters since. The position peaked at $475K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Moody Aldrich Partners held 1,759 shares of Pultegroup worth $241K as of Q2 2026.
Pultegroup was a new Moody Aldrich Partners position in Q2 2026.
Pultegroup made up 0.04% of Moody Aldrich Partners's portfolio in Q2 2026, its #167 holding.
Moody Aldrich Partners first reported a position in Pultegroup in Q2 2020 and has held it in 12 quarters since.
Moody Aldrich Partners's Pultegroup position peaked at $475K in Q1 2024.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.