MOTCO’s Pultegroup PHM Stock Holding History

MOTCO’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	$549	Buy	+4	New	+$486	﹤0.01%	666
2024 Q1	–	Sell	-19	Closed	-$1.96K	–	754
2023 Q4	$1.96K	Hold	19	–	–	﹤0.01%	591
2023 Q3	$1.41K	Hold	19	–	–	﹤0.01%	682
2023 Q2	$1.48K	Buy	+19	New	+$1.29K	﹤0.01%	708
2022 Q4	–	Sell	-100	Closed	-$4K	–	652
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	571
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	520
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	547
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	508
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	549
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	554
2021 Q1	$5K	Sell	100 -58	-37%	-$2.71K	﹤0.01%	517
2020 Q4	$7K	Hold	158	–	–	﹤0.01%	568
2020 Q3	$7K	Hold	158	–	–	﹤0.01%	488
2020 Q2	$5K	Hold	158	–	–	﹤0.01%	485
2020 Q1	$4K	Buy	158 +58	+58%	+$2.24K	﹤0.01%	505
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	480
2019 Q3	$4K	Sell	100 -169	-63%	-$5.62K	﹤0.01%	463
2019 Q2	$9K	Buy	269 +169	+169%	+$5.27K	﹤0.01%	619
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	486
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	512
2018 Q3	$2K	Buy	+100	New	+$2.83K	﹤0.01%	552

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

MOTCO's PHM Position: Q2 2026 in Review

MOTCO opened a new position in Pultegroup (PHM) in Q2 2026: 4 shares worth $549. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: MOTCO previously reported a position in PHM as recently as Q4 2023.

MOTCO first reported a position in PHM in Q3 2018 and has held it in 21 quarters since. The position peaked at $9K in Q2 2019. 1,042 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

MOTCO held 4 shares of Pultegroup worth $549 as of Q2 2026.
Pultegroup was a new MOTCO position in Q2 2026.
Pultegroup made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #666 holding.
MOTCO first reported a position in Pultegroup in Q3 2018 and has held it in 21 quarters since.
MOTCO's Pultegroup position peaked at $9K in Q2 2019.
1,042 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.