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NorthRock Partners’s Pultegroup PHM Stock Holding History

NorthRock Partners’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 		– Sell
-1,925
Closed -$225K – 715
2025
Q4 		$225K Sell
1,925
-1,950
-50% -$239K ﹤0.01% 538
2025
Q3 		$512K Buy
3,875
+501
+15% +$62.2K 0.01% 524
2025
Q2 		$357K Sell
3,374
-885
-21% -$89.2K 0.01% 491
2025
Q1 		$439K Buy
4,259
+481
+13% +$52K 0.01% 376
2024
Q4 		$412K Sell
3,778
-263
-7% -$34.1K 0.01% 398
2024
Q3 		$581K Buy
4,041
+324
+9% +$41.2K 0.02% 332
2024
Q2 		$410K Buy
3,717
+222
+6% +$25.2K 0.02% 395
2024
Q1 		$422K Buy
3,495
+6
+0.2% +$644 0.02% 399
2023
Q4 		$361K Buy
+3,489
New +$296K 0.02% 416

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

NorthRock Partners's PHM Position: Q1 2026 in Review

NorthRock Partners sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,925 shares — an estimated $225K sold.

NorthRock Partners first reported a position in PHM in Q4 2023 and held it in 9 quarters. The position peaked at $581K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • NorthRock Partners reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • NorthRock Partners sold 1,925 Pultegroup shares in Q1 2026, an estimated $225K.
  • NorthRock Partners first reported a position in Pultegroup in Q4 2023 and held it in 9 quarters.
  • NorthRock Partners's Pultegroup position peaked at $581K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.