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NBW Capital’s Pultegroup PHM Stock Holding History

NBW Capital’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
2025
Q2 		$5.23M Buy
49,623
+8,197
+20% +$826K 1.13% 36
2025
Q1 		$4.26M Sell
41,426
-11,390
-22% -$1.23M 0.94% 42
2024
Q4 		$5.75M Sell
52,816
-60
-0.1% -$7.79K 1.07% 40
2024
Q3 		$7.59M Sell
52,876
-456
-0.9% -$58K 1.43% 29
2024
Q2 		$5.87M Sell
53,332
-30,530
-36% -$3.47M 1.16% 38
2024
Q1 		$10.1M Sell
83,862
-3,682
-4% -$395K 2.07% 11
2023
Q4 		$9.04M Sell
87,544
-2,374
-3% -$202K 1.98% 11
2023
Q3 		$6.66M Buy
89,918
+467
+0.5% +$37.2K 1.63% 20
2023
Q2 		$6.95M Sell
89,451
-1,956
-2% -$133K 1.62% 19
2023
Q1 		$5.33M Sell
91,407
-22,409
-20% -$1.21M 1.29% 32
2022
Q4 		$5.18M Sell
113,816
-2,162
-2% -$91.1K 1.32% 30
2022
Q3 		$4.35M Sell
115,978
-1,543
-1% -$64.9K 1.17% 39
2022
Q2 		$4.66M Buy
117,521
+7,952
+7% +$335K 1.28% 32
2022
Q1 		$4.59M Sell
109,569
-114
-0.1% -$5.66K 1.09% 42
2021
Q4 		$6.27M Buy
109,683
+5,897
+6% +$302K 1.39% 29
2021
Q3 		$4.77M Buy
103,786
+2,144
+2% +$111K 1.15% 40
2021
Q2 		$5.55M Buy
101,642
+1,649
+2% +$92.2K 1.35% 31
2021
Q1 		$5.24M Buy
+99,993
New +$4.67M 1.45% 27

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NBW Capital's PHM Position: Q2 2025 in Review

NBW Capital increased its Pultegroup (PHM) stake by 20% in Q2 2025, buying an estimated $826K and bringing the position to 49,623 shares worth $5.23M. The position accounts for 1.13% of the portfolio, ranked #36.

NBW Capital first reported a position in PHM in Q1 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • NBW Capital held 49,623 shares of Pultegroup worth $5.23M as of Q2 2025.
  • NBW Capital bought 8,197 Pultegroup shares in Q2 2025, an estimated $826K.
  • Pultegroup made up 1.13% of NBW Capital's portfolio in Q2 2025, its #36 holding.
  • NBW Capital first reported a position in Pultegroup in Q1 2021 and has held it in 18 quarters since.
  • NBW Capital's Pultegroup position peaked at $10.1M in Q1 2024.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.