R Squared’s Pultegroup PHM Stock Holding History

R Squared’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	$292K	Buy	+2,130	New	+$259K	0.15%	231
2025 Q1	–	Sell	-360	Closed	-$39.2K	–	1163
2024 Q4	$39.2K	Buy	+360	New	+$46.7K	0.04%	596

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

R Squared's PHM Position: Q2 2026 in Review

R Squared opened a new position in Pultegroup (PHM) in Q2 2026: 2,130 shares worth $292K. The stake represents 0.15% of the portfolio and ranks #231 among its holdings. This is a return to the name: R Squared previously reported a position in PHM as recently as Q4 2024.

R Squared first reported a position in PHM in Q4 2024 and has held it in 2 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

R Squared held 2,130 shares of Pultegroup worth $292K as of Q2 2026.
Pultegroup was a new R Squared position in Q2 2026.
Pultegroup made up 0.15% of R Squared's portfolio in Q2 2026, its #231 holding.
R Squared first reported a position in Pultegroup in Q4 2024 and has held it in 2 quarters since.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.