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Principal Securities’s Pultegroup PHM Stock Holding History

Principal Securities’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 		$1.44M Buy
10,474
+1,335
+15% +$162K 0.02% 664
2026
Q1 		$1.07M Sell
9,139
-1,061
-10% -$136K 0.02% 710
2025
Q4 		$1.2M Sell
10,200
-6,853
-40% -$841K 0.02% 644
2025
Q3 		$2.25M Buy
17,053
+1,074
+7% +$133K 0.04% 417
2025
Q2 		$1.69M Buy
15,979
+3,189
+25% +$321K 0.03% 460
2025
Q1 		$1.39M Hold
12,790
– – 0.03% 448
2024
Q4 		$1.39M Buy
12,790
+379
+3% +$49.2K 0.03% 448
2024
Q3 		$1.78M Buy
12,411
+3,178
+34% +$404K 0.04% 382
2024
Q2 		$1.02M Buy
9,233
+1,225
+15% +$139K 0.03% 477
2024
Q1 		$966K Sell
8,008
-1,361
-15% -$146K 0.03% 462
2023
Q4 		$967K Buy
+9,369
New +$796K 0.04% 421

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 $3.37T AUM 44.26% 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

Principal Securities's PHM Position: Q2 2026 in Review

Principal Securities increased its Pultegroup (PHM) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 10,474 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #664.

Principal Securities first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Principal Securities held 10,474 shares of Pultegroup worth $1.44M as of Q2 2026.
  • Principal Securities bought 1,335 Pultegroup shares in Q2 2026, an estimated $162K.
  • Pultegroup made up 0.02% of Principal Securities's portfolio in Q2 2026, its #664 holding.
  • Principal Securities first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Pultegroup position peaked at $2.25M in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.