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 Q2	$17.2K	Hold	125	–	–	﹤0.01%	287
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 $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

Morse Asset Management's PHM Position: Q2 2026 in Review

Morse Asset Management held its Pultegroup (PHM) position steady in Q2 2026 at 125 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Morse Asset Management first reported a position in PHM in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.33M in Q4 2017. 1,040 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Morse Asset Management held 125 shares of Pultegroup worth $17.2K as of Q2 2026.
Morse Asset Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #287 holding.
Morse Asset Management first reported a position in Pultegroup in Q1 2017 and has held it in 15 quarters since.
Morse Asset Management's Pultegroup position peaked at $4.33M in Q4 2017.
1,040 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.