Morse Asset Management’s Pultegroup PHM Stock Holding History

Morse Asset 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
2026 Q1	$14.7K	Hold	125	–	–	﹤0.01%	275
2025 Q4	$14.7K	Hold	125	–	–	﹤0.01%	268
2025 Q3	$16.5K	Buy	125 +5	+4%	+$621	﹤0.01%	240
2025 Q2	$12.7K	Sell	120 -450	-79%	-$45.3K	﹤0.01%	251
2025 Q1	$58.6K	Sell	570 -2,385	-81%	-$258K	0.01%	190
2024 Q4	$322K	Sell	2,955 -6,780	-70%	-$880K	0.07%	133
2024 Q3	$1.4M	Buy	9,735 +2,020	+26%	+$257K	0.3%	77
2024 Q2	$849K	Buy	+7,715	New	+$876K	0.21%	97
2018 Q3	–	Sell	-120,315	Closed	-$3.46M	–	138
2018 Q2	$3.46M	Buy	120,315 +15	+0%	+$451	0.95%	32
2018 Q1	$3.55M	Sell	120,300 -9,975	-8%	-$309K	0.98%	32
2017 Q4	$4.33M	Sell	130,275 -825	-0.6%	-$25.6K	1.21%	27
2017 Q3	$3.58M	Buy	131,100 +22,950	+21%	+$581K	1.07%	31
2017 Q2	$2.65M	Buy	108,150 +20,825	+24%	+$486K	0.86%	40
2017 Q1	$2.06M	Buy	+87,325	New	+$1.88M	0.7%	51

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morse Asset Management's PHM Position: Q1 2026 in Review

Morse Asset Management held its Pultegroup (PHM) position steady in Q1 2026 at 125 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Morse Asset Management first reported a position in PHM in Q1 2017 and has held it in 14 quarters since. The position peaked at $4.33M in Q4 2017. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Morse Asset Management held 125 shares of Pultegroup worth $14.7K as of Q1 2026.
Morse Asset Management left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #275 holding.
Morse Asset Management first reported a position in Pultegroup in Q1 2017 and has held it in 14 quarters since.
Morse Asset Management's Pultegroup position peaked at $4.33M in Q4 2017.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.