Osaic Holdings
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Osaic Holdings’s Pultegroup PHM Stock Holding History

Osaic Holdings’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
2021
Q2 		– Sell
-40
Closed -$13K – 7097
2021
Q1 		$13K Hold
40
– – ﹤0.01% 5740
2020
Q4 		$7K Buy
+40
New +$1.77K ﹤0.01% 5665

Other funds holding PHM

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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 $8.66B AUM 17.37% 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

Osaic Holdings's PHM Position: Q1 2026 in Review

Osaic Holdings reduced its Pultegroup (PHM) stake by 2.1% in Q1 2026, selling an estimated $201K and leaving 73,342 shares worth $8.63M. The position accounts for 0.01% of the portfolio, ranked #1008.

Osaic Holdings first reported a position in PHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.9M in Q4 2023. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Osaic Holdings held 73,342 shares of Pultegroup worth $8.63M as of Q1 2026.
  • Osaic Holdings sold 1,567 Pultegroup shares in Q1 2026, an estimated $201K.
  • Pultegroup made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1008 holding.
  • Osaic Holdings first reported a position in Pultegroup in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Pultegroup position peaked at $20.9M in Q4 2023.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.