Patten & Patten’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6M | Sell |
91,881
-7
| -0% | -$850 | 0.67% | 46 |
|
|
2026
Q1 | $10.8M | Sell |
91,888
-4,709
| -5% | -$603K | 0.65% | 43 |
|
|
2025
Q4 | $11.3M | Sell |
96,597
-6,992
| -7% | -$858K | 0.66% | 40 |
|
|
2025
Q3 | $13.7M | Sell |
103,589
-3,347
| -3% | -$416K | 0.8% | 31 |
|
|
2025
Q2 | $11.3M | Sell |
106,936
-854
| -0.8% | -$86K | 0.73% | 36 |
|
|
2025
Q1 | $11.1M | Sell |
107,790
-849
| -0.8% | -$91.7K | 0.74% | 35 |
|
|
2024
Q4 | $11.8M | Sell |
108,639
-496
| -0.5% | -$64.4K | 0.78% | 38 |
|
|
2024
Q3 | $15.7M | Sell |
109,135
-1,881
| -2% | -$239K | 1.04% | 27 |
|
|
2024
Q2 | $12.2M | Sell |
111,016
-4,079
| -4% | -$463K | 0.85% | 36 |
|
|
2024
Q1 | $13.9M | Buy |
115,095
+1,435
| +1% | +$154K | 0.99% | 27 |
|
|
2023
Q4 | $11.7M | Sell |
113,660
-4,826
| -4% | -$410K | 0.96% | 28 |
|
|
2023
Q3 | $8.77M | Sell |
118,486
-20,380
| -15% | -$1.62M | 0.77% | 40 |
|
|
2023
Q2 | $10.8M | Sell |
138,866
-2,872
| -2% | -$195K | 0.89% | 32 |
|
|
2023
Q1 | $8.26M | Sell |
141,738
-1,131
| -0.8% | -$61.1K | 0.73% | 43 |
|
|
2022
Q4 | $6.5M | Buy |
142,869
+8,685
| +6% | +$366K | 0.59% | 51 |
|
|
2022
Q3 | $5.03M | Sell |
134,184
-1,780
| -1% | -$74.9K | 0.48% | 58 |
|
|
2022
Q2 | $5.39M | Buy |
135,964
+6,074
| +5% | +$256K | 0.47% | 60 |
|
|
2022
Q1 | $5.44M | Buy |
129,890
+298
| +0.2% | +$14.8K | 0.4% | 71 |
|
|
2021
Q4 | $7.41M | Buy |
129,592
+3,814
| +3% | +$196K | 0.51% | 58 |
|
|
2021
Q3 | $5.78M | Sell |
125,778
-2,932
| -2% | -$152K | 0.44% | 66 |
|
|
2021
Q2 | $7.02M | Sell |
128,710
-12,872
| -9% | -$720K | 0.54% | 54 |
|
|
2021
Q1 | $7.42M | Sell |
141,582
-2,521
| -2% | -$118K | 0.61% | 51 |
|
|
2020
Q4 | $6.21M | Sell |
144,103
-926
| -0.6% | -$41K | 0.54% | 51 |
|
|
2020
Q3 | $6.71M | Sell |
145,029
-9,010
| -6% | -$385K | 0.67% | 46 |
|
|
2020
Q2 | $5.24M | Sell |
154,039
-6,770
| -4% | -$203K | 0.57% | 47 |
|
|
2020
Q1 | $3.59M | Sell |
160,809
-96,406
| -37% | -$3.72M | 0.47% | 54 |
|
|
2019
Q4 | $9.98M | Sell |
257,215
-8,605
| -3% | -$334K | 1% | 32 |
|
|
2019
Q3 | $9.72M | Sell |
265,820
-67,675
| -20% | -$2.25M | 1.06% | 32 |
|
|
2019
Q2 | $10.5M | Sell |
333,495
-23,025
| -6% | -$719K | 1.14% | 27 |
|
|
2019
Q1 | $9.97M | Sell |
356,520
-24,225
| -6% | -$660K | 1.09% | 30 |
|
|
2018
Q4 | $9.9M | Sell |
380,745
-73,091
| -16% | -$1.81M | 1.21% | 27 |
|
|
2018
Q3 | $11.2M | Sell |
453,836
-27,729
| -6% | -$786K | 1.11% | 29 |
|
|
2018
Q2 | $13.8M | Sell |
481,565
-14,974
| -3% | -$451K | 1.42% | 16 |
|
|
2018
Q1 | $14.6M | Sell |
496,539
-17,417
| -3% | -$540K | 1.5% | 14 |
|
|
2017
Q4 | $17.1M | Sell |
513,956
-63,298
| -11% | -$1.97M | 1.71% | 11 |
|
|
2017
Q3 | $15.8M | Sell |
577,254
-9,827
| -2% | -$249K | 1.66% | 10 |
|
|
2017
Q2 | $14.4M | Buy |
587,081
+6,406
| +1% | +$150K | 1.59% | 11 |
|
|
2017
Q1 | $13.7M | Buy |
580,675
+37,270
| +7% | +$803K | 1.58% | 11 |
|
|
2016
Q4 | $9.99M | Buy |
543,405
+9,075
| +2% | +$172K | 1.23% | 24 |
|
|
2016
Q3 | $10.7M | Buy |
534,330
+38,735
| +8% | +$803K | 1.38% | 16 |
|
|
2016
Q2 | $9.66M | Sell |
495,595
-8,275
| -2% | -$153K | 1.34% | 16 |
|
|
2016
Q1 | $9.43M | Buy |
503,870
+88,685
| +21% | +$1.51M | 1.35% | 17 |
|
|
2015
Q4 | $7.4M | Sell |
415,185
-55,875
| -12% | -$1.04M | 1.02% | 33 |
|
|
2015
Q3 | $8.89M | Buy |
+471,060
| New | +$9.59M | 1.36% | 19 |
|
Other funds holding PHM
GA
Patten & Patten's PHM Position: Q2 2026 in Review
Patten & Patten reduced its Pultegroup (PHM) stake by 0.01% in Q2 2026, selling an estimated $850 and leaving 91,881 shares worth $12.6M. The position accounts for 0.67% of the portfolio, ranked #46.
Patten & Patten first reported a position in PHM in Q3 2015 and has held it in 44 quarters since. The position peaked at $17.1M in Q4 2017. 622 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Patten & Patten held 91,881 shares of Pultegroup worth $12.6M as of Q2 2026.
- Patten & Patten sold 7 Pultegroup shares in Q2 2026, an estimated $850.
- Pultegroup made up 0.67% of Patten & Patten's portfolio in Q2 2026, its #46 holding.
- Patten & Patten first reported a position in Pultegroup in Q3 2015 and has held it in 44 quarters since.
- Patten & Patten's Pultegroup position peaked at $17.1M in Q4 2017.
- 622 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.