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Patten Group’s Pultegroup PHM Stock Holding History

Patten Group’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
Q2 		$226K Sell
1,646
-746
-31% -$90.6K 0.04% 315
2026
Q1 		$281K Hold
2,392
– – 0.05% 258
2025
Q4 		$280K Sell
2,392
-990
-29% -$121K 0.05% 258
2025
Q3 		$447K Buy
3,382
+313
+10% +$38.9K 0.09% 197
2025
Q2 		$324K Sell
3,069
-656
-18% -$66.1K 0.07% 228
2025
Q1 		$383K Sell
3,725
-258
-6% -$27.9K 0.09% 204
2024
Q4 		$434K Buy
3,983
+59
+2% +$7.66K 0.1% 189
2024
Q3 		$563K Buy
3,924
+119
+3% +$15.1K 0.13% 166
2024
Q2 		$419K Buy
3,805
+109
+3% +$12.4K 0.1% 183
2024
Q1 		$446K Sell
3,696
-31
-0.8% -$3.33K 0.11% 169
2023
Q4 		$385K Sell
3,727
-330
-8% -$28K 0.1% 178
2023
Q3 		$300K Hold
4,057
– – 0.09% 197
2023
Q2 		$315K Sell
4,057
-30
-0.7% -$2.03K 0.05% 196
2023
Q1 		$238K Sell
4,087
-1,139
-22% -$61.5K 0.07% 220
2022
Q4 		$238K Sell
5,226
-819
-14% -$34.5K 0.07% 217
2022
Q3 		$242K Buy
6,045
+192
+3% +$8.07K 0.08% 215
2022
Q2 		$255K Sell
5,853
-121
-2% -$5.1K 0.08% 213
2022
Q1 		$250K Sell
5,974
-777
-12% -$38.6K 0.07% 227
2021
Q4 		$386K Buy
6,751
+1,798
+36% +$92.2K 0.1% 191
2021
Q3 		$227K Sell
4,953
-1,212
-20% -$63K 0.07% 235
2021
Q2 		$336K Buy
+6,165
New +$345K 0.1% 195

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patten Group's PHM Position: Q2 2026 in Review

Patten Group reduced its Pultegroup (PHM) stake by 31% in Q2 2026, selling an estimated $90.6K and leaving 1,646 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #315.

Patten Group first reported a position in PHM in Q2 2021 and has held it in 21 quarters since. The position peaked at $563K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Patten Group held 1,646 shares of Pultegroup worth $226K as of Q2 2026.
  • Patten Group sold 746 Pultegroup shares in Q2 2026, an estimated $90.6K.
  • Pultegroup made up 0.04% of Patten Group's portfolio in Q2 2026, its #315 holding.
  • Patten Group first reported a position in Pultegroup in Q2 2021 and has held it in 21 quarters since.
  • Patten Group's Pultegroup position peaked at $563K in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.