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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Plato Investment Management's PHM Position: Q1 2026 in Review

Plato Investment Management held its Pultegroup (PHM) position steady in Q1 2026 at 2,991 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #372.

Plato Investment Management first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Plato Investment Management held 2,991 shares of Pultegroup worth $352K as of Q1 2026.
Plato Investment Management left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #372 holding.
Plato Investment Management first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Pultegroup position peaked at $1.13M in Q1 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.