PCM
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Palisade Capital Management’s Pultegroup PHM Stock Holding History

Palisade 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
2026
Q1 		$1.7M Sell
14,472
-3,293
-19% -$422K 0.06% 223
2025
Q4 		$2.08M Sell
17,765
-1,255
-7% -$154K 0.06% 238
2025
Q3 		$2.51M Sell
19,020
-4,659
-20% -$579K 0.07% 237
2025
Q2 		$2.5M Buy
23,679
+1,286
+6% +$130K 0.07% 223
2025
Q1 		$2.3M Buy
22,393
+911
+4% +$98.4K 0.07% 218
2024
Q4 		$2.34M Buy
21,482
+2,204
+11% +$286K 0.06% 223
2024
Q3 		$2.77M Buy
19,278
+757
+4% +$96.2K 0.07% 214
2024
Q2 		$2.04M Sell
18,521
-6,153
-25% -$699K 0.06% 242
2024
Q1 		$2.98M Buy
24,674
+1,164
+5% +$125K 0.08% 204
2023
Q4 		$2.43M Buy
23,510
+647
+3% +$55K 0.06% 222
2023
Q3 		$1.69M Buy
22,863
+1,976
+9% +$158K 0.05% 248
2023
Q2 		$1.62M Buy
20,887
+3,290
+19% +$223K 0.04% 258
2023
Q1 		$1.03M Buy
17,597
+2,487
+16% +$134K 0.03% 314
2022
Q4 		$688K Buy
15,110
+842
+6% +$35.5K 0.02% 348
2022
Q3 		$535K Buy
14,268
+616
+5% +$25.9K 0.02% 362
2022
Q2 		$541K Buy
+13,652
New +$575K 0.01% 374

Other funds holding PHM

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
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 $6.07B AUM 11.2% 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

Palisade Capital Management's PHM Position: Q1 2026 in Review

Palisade Capital Management reduced its Pultegroup (PHM) stake by 19% in Q1 2026, selling an estimated $422K and leaving 14,472 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #223.

Palisade Capital Management first reported a position in PHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Palisade Capital Management held 14,472 shares of Pultegroup worth $1.7M as of Q1 2026.
  • Palisade Capital Management sold 3,293 Pultegroup shares in Q1 2026, an estimated $422K.
  • Pultegroup made up 0.06% of Palisade Capital Management's portfolio in Q1 2026, its #223 holding.
  • Palisade Capital Management first reported a position in Pultegroup in Q2 2022 and has held it in 16 quarters since.
  • Palisade Capital Management's Pultegroup position peaked at $2.98M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.