PIM
PHM icon

Plato Investment Management’s Pultegroup PHM Stock Holding History

Plato Investment 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 		$408K Hold
2,991
– – 0.02% 365
2026
Q1 		$352K Hold
2,991
– – 0.02% 372
2025
Q4 		$352K Hold
2,991
– – 0.02% 369
2025
Q3 		$392K Hold
2,991
– – 0.03% 357
2025
Q2 		$314K Hold
2,991
– – 0.02% 380
2025
Q1 		$311K Sell
2,991
-1,775
-37% -$192K 0.03% 372
2024
Q4 		$521K Sell
4,766
-1,867
-28% -$242K 0.04% 332
2024
Q3 		$951K Sell
6,633
-2,312
-26% -$294K 0.08% 250
2024
Q2 		$985K Sell
8,945
-389
-4% -$44.2K 0.09% 211
2024
Q1 		$1.13M Buy
9,334
+6,381
+216% +$685K 0.12% 191
2023
Q4 		$305K Buy
+2,953
New +$251K 0.37% 69

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 $3.38T AUM 44.17% 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

Plato Investment Management's PHM Position: Q2 2026 in Review

Plato Investment Management held its Pultegroup (PHM) position steady in Q2 2026 at 2,991 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #365.

Plato Investment Management first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Plato Investment Management held 2,991 shares of Pultegroup worth $408K as of Q2 2026.
  • Plato Investment Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.02% of Plato Investment Management's portfolio in Q2 2026, its #365 holding.
  • Plato Investment Management first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Pultegroup position peaked at $1.13M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.