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 Q2	$686	Sell	5 -19	-79%	-$2.31K	﹤0.01%	1597
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 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 $3.38T AUM 44.17% 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

North Star Investment Management's PHM Position: Q2 2026 in Review

North Star Investment Management reduced its Pultegroup (PHM) stake by 79% in Q2 2026, selling an estimated $2.31K and leaving 5 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

North Star Investment Management first reported a position in PHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.75K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

North Star Investment Management held 5 shares of Pultegroup worth $686 as of Q2 2026.
North Star Investment Management sold 19 Pultegroup shares in Q2 2026, an estimated $2.31K.
Pultegroup made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1597 holding.
North Star Investment Management first reported a position in Pultegroup in Q4 2022 and has held it in 14 quarters since.
North Star Investment Management's Pultegroup position peaked at $3.75K in Q4 2025.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.