Oak Thistle LLC’s Pultegroup PHM Stock Holding History

Oak Thistle LLC’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	$742K	Buy	+5,408	New	+$657K	0.07%	396
2026 Q1	–	Sell	-13,943	Closed	-$1.63M	–	600
2025 Q4	$1.63M	Buy	13,943 +5,128	+58%	+$629K	0.23%	169
2025 Q3	$1.16M	Sell	8,815 -1,934	-18%	-$240K	0.18%	235
2025 Q2	$1.13M	Buy	+10,749	New	+$1.08M	0.17%	236
2024 Q3	–	Sell	-2,458	Closed	-$271K	–	498
2024 Q2	$271K	Buy	+2,458	New	+$279K	0.2%	230
2024 Q1	–	Sell	-6,058	Closed	-$625K	–	468
2023 Q4	$625K	Buy	6,058 +1,106	+22%	+$94K	0.18%	238
2023 Q3	$367K	Buy	+4,952	New	+$395K	0.11%	354

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 $3.37T AUM 44.26% 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

Oak Thistle LLC's PHM Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Pultegroup (PHM) in Q2 2026: 5,408 shares worth $742K. The stake represents 0.07% of the portfolio and ranks #396 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in PHM as recently as Q4 2025.

Oak Thistle LLC first reported a position in PHM in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Oak Thistle LLC held 5,408 shares of Pultegroup worth $742K as of Q2 2026.
Pultegroup was a new Oak Thistle LLC position in Q2 2026.
Pultegroup made up 0.07% of Oak Thistle LLC's portfolio in Q2 2026, its #396 holding.
Oak Thistle LLC first reported a position in Pultegroup in Q3 2023 and has held it in 7 quarters since.
Oak Thistle LLC's Pultegroup position peaked at $1.63M in Q4 2025.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.