PFM
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Patton Fund Management’s Pultegroup PHM Stock Holding History

Patton Fund Management’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 		– Sell
-1,816
Closed -$214K – 372
2026
Q1 		$214K Hold
1,816
– – 0.04% 453
2025
Q4 		$213K Sell
1,816
-345
-16% -$42.3K 0.03% 442
2025
Q3 		$286K Hold
2,161
– – 0.05% 136
2025
Q2 		$228K Buy
+2,161
New +$218K 0.05% 320
2024
Q4 		– Sell
-46,769
Closed -$6.71M – 91
2024
Q3 		$6.71M Sell
46,769
-2,670
-5% -$339K 1.39% 12
2024
Q2 		$5.44M Sell
49,439
-9,387
-16% -$1.07M 1.15% 32
2024
Q1 		$7.1M Sell
58,826
-5,908
-9% -$634K 1.29% 12
2023
Q4 		$6.68M Buy
64,734
+38,777
+149% +$3.3M 1.48% 11
2023
Q3 		$1.92M Sell
25,957
-17,963
-41% -$1.43M 0.52% 41
2023
Q2 		$3.41M Sell
43,920
-16,526
-27% -$1.12M 1% 27
2023
Q1 		$3.52M Buy
60,446
+55,988
+1,256% +$3.02M 1.01% 18
2022
Q4 		$203K Buy
+4,458
New +$188K 0.06% 187
2021
Q3 		– Sell
-32,922
Closed -$1.8M – 76
2021
Q2 		$1.8M Buy
+32,922
New +$1.84M 0.95% 34
2020
Q2 		– Sell
-43,430
Closed -$969K – 86
2020
Q1 		$969K Sell
43,430
-45,826
-51% -$1.77M 0.6% 46
2019
Q4 		$3.46M Buy
+89,256
New +$3.47M 1.21% 40

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Patton Fund Management's PHM Position: Q2 2026 in Review

Patton Fund Management sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 1,816 shares — an estimated $214K sold.

Patton Fund Management first reported a position in PHM in Q4 2019 and held it in 15 quarters. The position peaked at $7.1M in Q1 2024. 319 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Patton Fund Management reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,816 Pultegroup shares in Q2 2026, an estimated $214K.
  • Patton Fund Management first reported a position in Pultegroup in Q4 2019 and held it in 15 quarters.
  • Patton Fund Management's Pultegroup position peaked at $7.1M in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.