NSIM
PHM icon

North Star Investment Management’s Pultegroup PHM Stock Holding History

North Star 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
Q1 		$2.82K Sell
24
-8
-25% -$1.02K ﹤0.01% 1352
2025
Q4 		$3.75K Buy
32
+27
+540% +$3.31K ﹤0.01% 1163
2025
Q3 		$661 Buy
+5
New +$621 ﹤0.01% 1201
2025
Q2 		– Sell
-16
Closed -$1.65K – 1237
2025
Q1 		$1.65K Hold
16
– – ﹤0.01% 1096
2024
Q4 		$1.74K Hold
16
– – ﹤0.01% 1125
2024
Q3 		$2.3K Hold
16
– – ﹤0.01% 1069
2024
Q2 		$1.76K Hold
16
– – ﹤0.01% 1047
2024
Q1 		$1.93K Hold
16
– – ﹤0.01% 1092
2023
Q4 		$1.65K Hold
16
– – ﹤0.01% 1064
2023
Q3 		$1.19K Hold
16
– – ﹤0.01% 1118
2023
Q2 		$1.24K Hold
16
– – ﹤0.01% 1126
2023
Q1 		$932 Hold
16
– – ﹤0.01% 1173
2022
Q4 		$728 Buy
+16
New +$674 ﹤0.01% 1200

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

North Star Investment Management's PHM Position: Q1 2026 in Review

North Star Investment Management reduced its Pultegroup (PHM) stake by 25% in Q1 2026, selling an estimated $1.02K and leaving 24 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

North Star Investment Management first reported a position in PHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.75K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • North Star Investment Management held 24 shares of Pultegroup worth $2.82K as of Q1 2026.
  • North Star Investment Management sold 8 Pultegroup shares in Q1 2026, an estimated $1.02K.
  • Pultegroup made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1352 holding.
  • North Star Investment Management first reported a position in Pultegroup in Q4 2022 and has held it in 13 quarters since.
  • North Star Investment Management's Pultegroup position peaked at $3.75K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.