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PHM icon

Ossiam’s Pultegroup PHM Stock Holding History

Ossiam’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 		– Sell
-3,347
Closed -$442K – 621
2025
Q3 		$442K Buy
3,347
+1,469
+78% +$182K 0.01% 558
2025
Q2 		$198K Buy
1,878
+371
+25% +$37.4K ﹤0.01% 544
2025
Q1 		$155K Buy
1,507
+403
+37% +$43.5K ﹤0.01% 524
2024
Q4 		$120K Buy
1,104
+150
+16% +$19.5K ﹤0.01% 558
2024
Q3 		$137K Sell
954
-187
-16% -$23.8K ﹤0.01% 561
2024
Q2 		$126K Sell
1,141
-573
-33% -$65.1K ﹤0.01% 563
2024
Q1 		$207K Buy
+1,714
New +$184K ﹤0.01% 566
2023
Q3 		– Sell
-1,761
Closed -$137K – 713
2023
Q2 		$137K Sell
1,761
-2,350
-57% -$159K ﹤0.01% 642
2023
Q1 		$240K Buy
4,111
+863
+27% +$46.6K 0.01% 465
2022
Q4 		$148K Sell
3,248
-4,143
-56% -$175K ﹤0.01% 512
2022
Q3 		$277K Buy
+7,391
New +$311K 0.01% 415
2021
Q1 		– Sell
-5,994
Closed -$258K – 454
2020
Q4 		$258K Buy
+5,994
New +$266K 0.01% 307
2020
Q2 		– Sell
-15,680
Closed -$350K – 472
2020
Q1 		$350K Buy
15,680
+6,738
+75% +$260K 0.02% 281
2019
Q4 		$347K Buy
8,942
+2,295
+35% +$89.2K 0.03% 271
2019
Q3 		$243K Sell
6,647
-315
-5% -$10.5K 0.02% 303
2019
Q2 		$220K Buy
+6,962
New +$217K 0.02% 312

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

Ossiam's PHM Position: Q4 2025 in Review

Ossiam sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 3,347 shares — an estimated $442K sold.

Ossiam first reported a position in PHM in Q2 2019 and held it in 16 quarters. The position peaked at $442K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Ossiam reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 3,347 Pultegroup shares in Q4 2025, an estimated $442K.
  • Ossiam first reported a position in Pultegroup in Q2 2019 and held it in 16 quarters.
  • Ossiam's Pultegroup position peaked at $442K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.