P
PHM icon

&Partners’s Pultegroup PHM Stock Holding History

&Partners’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 		$8.47M Buy
72,118
+9,344
+15% +$1.2M 0.04% 374
2025
Q4 		$7.37M Buy
62,774
+39,898
+174% +$4.89M 0.04% 383
2025
Q3 		$6.75M Buy
22,876
+1,477
+7% +$183K 0.04% 350
2025
Q2 		$2.26M Buy
21,399
+3,141
+17% +$316K 0.02% 618
2025
Q1 		$1.86M Sell
18,258
-3,961
-18% -$428K 0.02% 567
2024
Q4 		$2.45M Buy
22,219
+3,018
+16% +$392K 0.03% 430
2024
Q3 		$2.77M Buy
19,201
+14,425
+302% +$1.83M 0.05% 304
2024
Q2 		$526K Buy
+4,776
New +$542K 0.02% 523

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

&Partners's PHM Position: Q1 2026 in Review

&Partners increased its Pultegroup (PHM) stake by 15% in Q1 2026, buying an estimated $1.2M and bringing the position to 72,118 shares worth $8.47M. The position accounts for 0.04% of the portfolio, ranked #374.

&Partners first reported a position in PHM in Q2 2024 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • &Partners held 72,118 shares of Pultegroup worth $8.47M as of Q1 2026.
  • &Partners bought 9,344 Pultegroup shares in Q1 2026, an estimated $1.2M.
  • Pultegroup made up 0.04% of &Partners's portfolio in Q1 2026, its #374 holding.
  • &Partners first reported a position in Pultegroup in Q2 2024 and has held it in 8 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.