Osterweis Capital Management’s Pultegroup PHM Stock Holding History

Osterweis Capital Management’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 Q2	–	Sell	-15	Closed	-$1.54K	–	393
2025 Q1	$1.54K	Buy	+15	New	+$1.62K	﹤0.01%	200

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osterweis Capital Management's PHM Position: Q2 2025 in Review

Osterweis Capital Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 15 shares — an estimated $1.54K sold.

Osterweis Capital Management first reported a position in PHM in Q1 2025 and held it in 1 quarter. The position peaked at $1.54K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Osterweis Capital Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 15 Pultegroup shares in Q2 2025, an estimated $1.54K.
Osterweis Capital Management first reported a position in Pultegroup in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Pultegroup position peaked at $1.54K in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.