Morgan Stanley’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 | $352M | Sell |
2,565,379
-352,430
| -12% | -$42.8M | 0.02% | 726 |
|
|
2026
Q1 | $343M | Buy |
2,917,809
+201,150
| +7% | +$25.8M | 0.02% | 688 |
|
|
2025
Q4 | $319M | Sell |
2,716,659
-173,514
| -6% | -$21.3M | 0.02% | 715 |
|
|
2025
Q3 | $382M | Buy |
2,890,173
+134,380
| +5% | +$16.7M | 0.02% | 621 |
|
|
2025
Q2 | $291M | Sell |
2,755,793
-325,270
| -11% | -$32.8M | 0.02% | 698 |
|
|
2025
Q1 | $317M | Sell |
3,081,063
-76,911
| -2% | -$8.31M | 0.02% | 637 |
|
|
2024
Q4 | $344M | Buy |
3,157,974
+147,867
| +5% | +$19.2M | 0.02% | 608 |
|
|
2024
Q3 | $432M | Sell |
3,010,107
-40,146
| -1% | -$5.1M | 0.03% | 525 |
|
|
2024
Q2 | $336M | Buy |
3,050,253
+29,741
| +1% | +$3.38M | 0.03% | 586 |
|
|
2024
Q1 | $364M | Sell |
3,020,512
-3,074,076
| -50% | -$330M | 0.03% | 560 |
|
|
2023
Q4 | $629M | Buy |
6,094,588
+2,978,711
| +96% | +$253M | 0.03% | 578 |
|
|
2023
Q3 | $231M | Buy |
3,115,877
+61,953
| +2% | +$4.94M | 0.02% | 638 |
|
|
2023
Q2 | $237M | Sell |
3,053,924
-395,641
| -11% | -$26.8M | 0.02% | 643 |
|
|
2023
Q1 | $201M | Sell |
3,449,565
-295,721
| -8% | -$16M | 0.02% | 693 |
|
|
2022
Q4 | $171M | Buy |
3,745,286
+585,199
| +19% | +$24.7M | 0.02% | 760 |
|
|
2022
Q3 | $119M | Buy |
3,160,087
+92,684
| +3% | +$3.9M | 0.02% | 801 |
|
|
2022
Q2 | $122M | Buy |
3,067,403
+1,801,386
| +142% | +$75.9M | 0.02% | 818 |
|
|
2022
Q1 | $53M | Sell |
1,266,017
-511,727
| -29% | -$25.4M | 0.01% | 1266 |
|
|
2021
Q4 | $102M | Buy |
1,777,744
+467,316
| +36% | +$24M | 0.01% | 884 |
|
|
2021
Q3 | $60.2M | Sell |
1,310,428
-114,088
| -8% | -$5.93M | 0.01% | 1166 |
|
|
2021
Q2 | $77.7M | Sell |
1,424,516
-612,623
| -30% | -$34.3M | 0.01% | 1005 |
|
|
2021
Q1 | $107M | Buy |
2,037,139
+387,537
| +23% | +$18.1M | 0.02% | 735 |
|
|
2020
Q4 | $71.1M | Buy |
1,649,602
+184,620
| +13% | +$8.18M | 0.01% | 886 |
|
|
2020
Q3 | $67.8M | Sell |
1,464,982
-147,059
| -9% | -$6.29M | 0.01% | 762 |
|
|
2020
Q2 | $54.9M | Buy |
1,612,041
+1,041,842
| +183% | +$31.3M | 0.01% | 799 |
|
|
2020
Q1 | $12.7M | Sell |
570,199
-111,306
| -16% | -$4.3M | ﹤0.01% | 1592 |
|
|
2019
Q4 | $26.4M | Sell |
681,505
-296,401
| -30% | -$11.5M | 0.01% | 1416 |
|
|
2019
Q3 | $35.7M | Sell |
977,906
-693,123
| -41% | -$23.1M | 0.01% | 1069 |
|
|
2019
Q2 | $52.8M | Buy |
1,671,029
+574,373
| +52% | +$17.9M | 0.01% | 821 |
|
|
2019
Q1 | $30.7M | Sell |
1,096,656
-445,972
| -29% | -$12.2M | 0.01% | 1130 |
|
|
2018
Q4 | $40.1M | Sell |
1,542,628
-1,663,895
| -52% | -$41.2M | 0.01% | 936 |
|
|
2018
Q3 | $79.4M | Sell |
3,206,523
-606,120
| -16% | -$17.2M | 0.02% | 714 |
|
|
2018
Q2 | $110M | Buy |
3,812,643
+1,007,452
| +36% | +$30.3M | 0.03% | 531 |
|
|
2018
Q1 | $82.7M | Sell |
2,805,191
-580,042
| -17% | -$18M | 0.02% | 671 |
|
|
2017
Q4 | $113M | Buy |
3,385,233
+1,095,133
| +48% | +$34M | 0.03% | 541 |
|
|
2017
Q3 | $62.6M | Buy |
2,290,100
+745,614
| +48% | +$18.9M | 0.02% | 784 |
|
|
2017
Q2 | $37.9M | Buy |
1,544,486
+347,673
| +29% | +$8.11M | 0.01% | 1062 |
|
|
2017
Q1 | $28.2M | Sell |
1,196,813
-3,927,010
| -77% | -$84.6M | 0.01% | 1289 |
|
|
2016
Q4 | $94.2M | Buy |
5,123,823
+1,925,727
| +60% | +$36.6M | 0.03% | 566 |
|
|
2016
Q3 | $64.1M | Buy |
3,198,096
+1,852,825
| +138% | +$38.4M | 0.02% | 726 |
|
|
2016
Q2 | $26.2M | Buy |
1,345,271
+596,916
| +80% | +$11.1M | 0.01% | 1216 |
|
|
2016
Q1 | $14M | Sell |
748,355
-974,970
| -57% | -$16.6M | 0.01% | 1599 |
|
|
2015
Q4 | $30.7M | Buy |
1,723,325
+52,866
| +3% | +$986K | 0.01% | 1107 |
|
|
2015
Q3 | $31.5M | Sell |
1,670,459
-186,926
| -10% | -$3.8M | 0.01% | 1065 |
|
|
2015
Q2 | $37.4M | Sell |
1,857,385
-529,185
| -22% | -$10.7M | 0.01% | 1032 |
|
|
2015
Q1 | $53.1M | Sell |
2,386,570
-74,972
| -3% | -$1.63M | 0.02% | 823 |
|
|
2014
Q4 | $52.8M | Sell |
2,461,542
-211,846
| -8% | -$4.23M | 0.02% | 823 |
|
|
2014
Q3 | $47.2M | Buy |
2,673,388
+1,239,515
| +86% | +$23.4M | 0.02% | 848 |
|
|
2014
Q2 | $28.9M | Buy |
1,433,873
+289,270
| +25% | +$5.55M | 0.01% | 1143 |
|
|
2014
Q1 | $22M | Sell |
1,144,603
-1,379,817
| -55% | -$27.2M | 0.01% | 1294 |
|
|
2013
Q4 | $51.4M | Buy |
2,524,420
+373,393
| +17% | +$6.62M | 0.02% | 713 |
|
|
2013
Q3 | $35.5M | Sell |
2,151,027
-841,973
| -28% | -$14.4M | 0.02% | 847 |
|
|
2013
Q2 | $56.8M | Buy |
+2,993,000
| New | +$62.2M | 0.03% | 598 |
|
Other funds holding PHM
GA
Morgan Stanley's PHM Position: Q2 2026 in Review
Morgan Stanley reduced its Pultegroup (PHM) stake by 12% in Q2 2026, selling an estimated $42.8M and leaving 2,565,379 shares worth $352M. The position accounts for 0.02% of the portfolio, ranked #726.
Morgan Stanley first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $629M in Q4 2023. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Morgan Stanley held 2,565,379 shares of Pultegroup worth $352M as of Q2 2026.
- Morgan Stanley sold 352,430 Pultegroup shares in Q2 2026, an estimated $42.8M.
- Pultegroup made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #726 holding.
- Morgan Stanley first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Pultegroup position peaked at $629M in Q4 2023.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.