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Pallas Capital Advisors’s Pultegroup PHM Stock Holding History

Pallas Capital Advisors’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 		$341K Buy
2,897
+692
+31% +$88.6K 0.01% 608
2025
Q4 		$259K Buy
2,205
+12
+0.5% +$1.47K 0.01% 729
2025
Q3 		$290K Buy
2,193
+8
+0.4% +$994 0.01% 678
2025
Q2 		$230K Sell
2,185
-116
-5% -$11.7K 0.01% 729
2025
Q1 		$237K Sell
2,301
-658
-22% -$71.1K 0.01% 644
2024
Q4 		$322K Buy
2,959
+68
+2% +$8.83K 0.01% 456
2024
Q3 		$393K Sell
2,891
-1
-0% -$127 0.02% 406
2024
Q2 		$361K Buy
2,892
+49
+2% +$5.56K 0.02% 379
2024
Q1 		$343K Buy
2,843
+159
+6% +$17.1K 0.01% 338
2023
Q4 		$277K Buy
+2,684
New +$228K 0.01% 323

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 $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

Pallas Capital Advisors's PHM Position: Q1 2026 in Review

Pallas Capital Advisors increased its Pultegroup (PHM) stake by 31% in Q1 2026, buying an estimated $88.6K and bringing the position to 2,897 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #608.

Pallas Capital Advisors first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $393K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Pallas Capital Advisors held 2,897 shares of Pultegroup worth $341K as of Q1 2026.
  • Pallas Capital Advisors bought 692 Pultegroup shares in Q1 2026, an estimated $88.6K.
  • Pultegroup made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #608 holding.
  • Pallas Capital Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Pallas Capital Advisors's Pultegroup position peaked at $393K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.