NAM
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NorthCrest Asset Manangement’s Pultegroup PHM Stock Holding History

NorthCrest Asset Manangement’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 		$13.4M Buy
108,205
+5,994
+6% +$728K 0.34% 70
2026
Q1 		$12M Sell
102,211
-31,652
-24% -$4.05M 0.37% 78
2025
Q4 		$16M Buy
133,863
+3,391
+3% +$416K 0.36% 83
2025
Q3 		$16.9M Buy
130,472
+1,032
+0.8% +$128K 0.4% 75
2025
Q2 		$14.2M Buy
129,440
+511
+0.4% +$51.5K 0.38% 77
2025
Q1 		$13.3M Buy
128,929
+3,755
+3% +$406K 0.4% 78
2024
Q4 		$13.6M Buy
125,174
+1,579
+1% +$205K 0.41% 73
2024
Q3 		$17.7M Buy
123,595
+2,780
+2% +$353K 0.54% 57
2024
Q2 		$13.3M Buy
120,815
+3,205
+3% +$364K 0.44% 73
2024
Q1 		$14.2M Sell
117,610
-888
-0.7% -$95.3K 0.48% 69
2023
Q4 		$12.2M Sell
118,498
-1,479
-1% -$126K 0.46% 73
2023
Q3 		$8.88M Sell
119,977
-1,238
-1% -$98.7K 0.36% 87
2023
Q2 		$9.42M Sell
121,215
-1,046
-0.9% -$70.9K 0.37% 87
2023
Q1 		$7.13M Sell
122,261
-4,987
-4% -$269K 0.3% 108
2022
Q4 		$5.79M Sell
127,248
-1,705
-1% -$71.8K 0.33% 101
2022
Q3 		$4.84M Buy
128,953
+665
+0.5% +$28K 0.26% 122
2022
Q2 		$5.08M Buy
128,288
+847
+0.7% +$35.7K 0.26% 120
2022
Q1 		$5.34M Buy
127,441
+3,840
+3% +$191K 0.25% 115
2021
Q4 		$7.07M Buy
+123,601
New +$6.34M 0.39% 83

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

NorthCrest Asset Manangement's PHM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Pultegroup (PHM) stake by 5.9% in Q2 2026, buying an estimated $728K and bringing the position to 108,205 shares worth $13.4M. The position accounts for 0.34% of the portfolio, ranked #70.

NorthCrest Asset Manangement first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.7M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • NorthCrest Asset Manangement held 108,205 shares of Pultegroup worth $13.4M as of Q2 2026.
  • NorthCrest Asset Manangement bought 5,994 Pultegroup shares in Q2 2026, an estimated $728K.
  • Pultegroup made up 0.34% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #70 holding.
  • NorthCrest Asset Manangement first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Pultegroup position peaked at $17.7M in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.