Mystic Asset Management’s Pultegroup PHM Stock Holding History

Mystic 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	$298K	Sell	2,173 -1,777	-45%	-$216K	0.06%	197
2026 Q1	$465K	Hold	3,950	–	–	0.11%	145
2025 Q4	$463K	Hold	3,950	–	–	0.1%	143
2025 Q3	$522K	Hold	3,950	–	–	0.12%	135
2025 Q2	$417K	Hold	3,950	–	–	0.1%	152
2025 Q1	$406K	Buy	+3,950	New	+$427K	0.11%	152

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

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

Mystic Asset Management reduced its Pultegroup (PHM) stake by 45% in Q2 2026, selling an estimated $216K and leaving 2,173 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #197.

Mystic Asset Management first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $522K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Mystic Asset Management held 2,173 shares of Pultegroup worth $298K as of Q2 2026.
Mystic Asset Management sold 1,777 Pultegroup shares in Q2 2026, an estimated $216K.
Pultegroup made up 0.06% of Mystic Asset Management's portfolio in Q2 2026, its #197 holding.
Mystic Asset Management first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
Mystic Asset Management's Pultegroup position peaked at $522K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.