Patron Partners’s Pultegroup PHM Stock Holding History

Patron 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	$635K	Hold	5,400	–	–	0.28%	95
2025 Q4	$633K	Hold	5,400	–	–	0.28%	97
2025 Q3	$714K	Hold	5,400	–	–	0.32%	93
2025 Q2	$569K	Hold	5,400	–	–	0.28%	102
2025 Q1	$555K	Hold	5,400	–	–	0.3%	97
2024 Q4	$588K	Hold	5,400	–	–	0.32%	90
2024 Q3	$775K	Hold	5,400	–	–	0.43%	68
2024 Q2	$595K	Hold	5,400	–	–	0.35%	82
2024 Q1	$651K	Sell	5,400 -100	-2%	-$10.7K	0.4%	76
2023 Q4	$568K	Hold	5,500	–	–	0.38%	83
2023 Q3	$407K	Hold	5,500	–	–	0.3%	97
2023 Q2	$427K	Hold	5,500	–	–	0.3%	97
2023 Q1	$321K	Buy	5,500 +100	+2%	+$5.4K	0.24%	119
2022 Q4	$246K	Hold	5,400	–	–	0.18%	132
2022 Q3	$203K	Hold	5,400	–	–	0.17%	142
2022 Q2	$214K	Hold	5,400	–	–	0.17%	142
2022 Q1	$226K	Hold	5,400	–	–	0.15%	147
2021 Q4	$309K	Hold	5,400	–	–	0.2%	128
2021 Q3	$247K	Hold	5,400	–	–	0.18%	135
2021 Q2	$294K	Hold	5,400	–	–	0.22%	120
2021 Q1	$283K	Hold	5,400	–	–	0.24%	117
2020 Q4	$233K	Buy	+5,400	New	+$239K	0.23%	112

Other funds holding PHM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Patron Partners's PHM Position: Q1 2026 in Review

Patron Partners held its Pultegroup (PHM) position steady in Q1 2026 at 5,400 shares worth $635K. The position accounts for 0.28% of the portfolio, ranked #95.

Patron Partners first reported a position in PHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $775K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Patron Partners held 5,400 shares of Pultegroup worth $635K as of Q1 2026.
Patron Partners left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up 0.28% of Patron Partners's portfolio in Q1 2026, its #95 holding.
Patron Partners first reported a position in Pultegroup in Q4 2020 and has held it in 22 quarters since.
Patron Partners's Pultegroup position peaked at $775K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.