Patten Group
PHM icon

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
Q3 		– Sell
-1,646
Closed -$226K – 331
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% +$8.08K 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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Patten Group's PHM Position: Q3 2026 in Review

Patten Group sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 1,646 shares — an estimated $226K sold.

Patten Group first reported a position in PHM in Q2 2021 and held it in 21 quarters. The position peaked at $563K in Q3 2024. 708 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Patten Group reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • Patten Group sold 1,646 Pultegroup shares in Q3 2026, an estimated $226K.
  • Patten Group first reported a position in Pultegroup in Q2 2021 and held it in 21 quarters.
  • Patten Group's Pultegroup position peaked at $563K in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.