PA
PHM icon

Pinnacle Associates’s Pultegroup PHM Stock Holding History

Pinnacle Associates’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 		$2.69M Buy
22,879
+1,220
+6% +$156K 0.03% 353
2025
Q4 		$2.54M Sell
21,659
-48
-0.2% -$5.89K 0.03% 358
2025
Q3 		$2.87M Buy
21,707
+1,452
+7% +$180K 0.04% 336
2025
Q2 		$2.14M Buy
20,255
+944
+5% +$95.1K 0.03% 371
2025
Q1 		$1.99M Buy
19,311
+1,830
+10% +$198K 0.03% 377
2024
Q4 		$1.9M Buy
17,481
+9,196
+111% +$1.19M 0.03% 374
2024
Q3 		$855K Sell
8,285
-2,638
-24% -$335K 0.01% 491
2024
Q2 		$1.2M Buy
10,923
+2,713
+33% +$308K 0.02% 437
2024
Q1 		$990K Sell
8,210
-75
-0.9% -$8.05K 0.02% 483
2023
Q4 		$855K Sell
8,285
-134
-2% -$11.4K 0.01% 499
2023
Q3 		$623K Sell
8,419
-878
-9% -$70K 0.01% 528
2023
Q2 		$722K Sell
9,297
-198
-2% -$13.4K 0.01% 514
2023
Q1 		$553K Sell
9,495
-1,271
-12% -$68.6K 0.01% 501
2022
Q4 		$490K Sell
10,766
-1,298
-11% -$54.7K 0.01% 506
2022
Q3 		$452K Sell
12,064
-606
-5% -$25.5K 0.01% 514
2022
Q2 		$502K Sell
12,670
-619
-5% -$26.1K 0.01% 513
2022
Q1 		$557K Sell
13,289
-2,318
-15% -$115K 0.01% 532
2021
Q4 		$892K Sell
15,607
-1,638
-9% -$84K 0.02% 473
2021
Q3 		$792K Sell
17,245
-1,936
-10% -$101K 0.01% 480
2021
Q2 		$1.05M Sell
19,181
-1,346
-7% -$75.3K 0.02% 426
2021
Q1 		$1.08M Sell
20,527
-1,540
-7% -$71.9K 0.02% 408
2020
Q4 		$952K Sell
22,067
-1,345
-6% -$59.6K 0.02% 399
2020
Q3 		$1.08M Sell
23,412
-4,845
-17% -$207K 0.03% 357
2020
Q2 		$962K Buy
28,257
+1,430
+5% +$42.9K 0.02% 368
2020
Q1 		$599K Buy
+26,827
New +$1.04M 0.02% 433

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Associates's PHM Position: Q1 2026 in Review

Pinnacle Associates increased its Pultegroup (PHM) stake by 5.6% in Q1 2026, buying an estimated $156K and bringing the position to 22,879 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #353.

Pinnacle Associates first reported a position in PHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.87M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Pinnacle Associates held 22,879 shares of Pultegroup worth $2.69M as of Q1 2026.
  • Pinnacle Associates bought 1,220 Pultegroup shares in Q1 2026, an estimated $156K.
  • Pultegroup made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #353 holding.
  • Pinnacle Associates first reported a position in Pultegroup in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Associates's Pultegroup position peaked at $2.87M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.