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NEOS Investment Management’s Pultegroup PHM Stock Holding History

NEOS Investment 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 		$4.25M Buy
30,998
+251
+0.8% +$30.5K 0.02% 396
2026
Q1 		$3.62M Sell
30,747
-28
-0.1% -$3.59K 0.02% 389
2025
Q4 		$3.61M Buy
30,775
+4,944
+19% +$606K 0.02% 383
2025
Q3 		$3.41M Buy
25,831
+8,776
+51% +$1.09M 0.03% 354
2025
Q2 		$1.8M Buy
17,055
+3,566
+26% +$359K 0.02% 390
2025
Q1 		$1.39M Buy
13,489
+2,504
+23% +$270K 0.03% 388
2024
Q4 		$1.2M Buy
10,985
+2,485
+29% +$323K 0.03% 372
2024
Q3 		$1.22M Buy
8,500
+1,624
+24% +$206K 0.04% 338
2024
Q2 		$757K Buy
6,876
+1,992
+41% +$226K 0.03% 370
2024
Q1 		$589K Buy
4,884
+1,828
+60% +$196K 0.04% 348
2023
Q4 		$315K Buy
+3,056
New +$260K 0.03% 373

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NEOS Investment Management's PHM Position: Q2 2026 in Review

NEOS Investment Management increased its Pultegroup (PHM) stake by 0.82% in Q2 2026, buying an estimated $30.5K and bringing the position to 30,998 shares worth $4.25M. The position accounts for 0.02% of the portfolio, ranked #396.

NEOS Investment Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • NEOS Investment Management held 30,998 shares of Pultegroup worth $4.25M as of Q2 2026.
  • NEOS Investment Management bought 251 Pultegroup shares in Q2 2026, an estimated $30.5K.
  • Pultegroup made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #396 holding.
  • NEOS Investment Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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