OP
PHM icon

ORG Partners’s Pultegroup PHM Stock Holding History

ORG 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
2025
Q4 		$24K Buy
205
+143
+231% +$17.5K ﹤0.01% 757
2025
Q3 		$8.2K Buy
62
+27
+77% +$3.35K ﹤0.01% 1015
2025
Q2 		$3.85K Sell
35
-26
-43% -$2.62K ﹤0.01% 1094
2025
Q1 		$6.29K Sell
61
-491
-89% -$53K ﹤0.01% 889
2024
Q4 		$60.1K Buy
552
+13
+2% +$1.69K 0.01% 518
2024
Q3 		$77.4K Sell
539
-19
-3% -$2.42K 0.01% 436
2024
Q2 		$59.3K Buy
558
+225
+68% +$25.5K 0.01% 748
2024
Q1 		$39.4K Sell
333
-59
-15% -$6.33K 0.08% 156
2023
Q4 		$40.5K Buy
392
+381
+3,464% +$32.4K 0.01% 568
2023
Q3 		$821 Hold
11
– – ﹤0.01% 1162
2023
Q2 		$1K Buy
+11
New +$746 ﹤0.01% 1237

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORG Partners's PHM Position: Q4 2025 in Review

ORG Partners increased its Pultegroup (PHM) stake by 231% in Q4 2025, buying an estimated $17.5K and bringing the position to 205 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

ORG Partners first reported a position in PHM in Q2 2023 and has held it in 11 quarters since. The position peaked at $77.4K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • ORG Partners held 205 shares of Pultegroup worth $24K as of Q4 2025.
  • ORG Partners bought 143 Pultegroup shares in Q4 2025, an estimated $17.5K.
  • Pultegroup made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #757 holding.
  • ORG Partners first reported a position in Pultegroup in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Pultegroup position peaked at $77.4K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.