SAM
PHM icon

Scopus Asset Management’s Pultegroup PHM Stock Holding History

Scopus Asset 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 		– Sell
-24,926
Closed -$2.93M – 317
2026
Q1 		$2.93M Sell
24,926
-20,942
-46% -$2.68M 0.05% 253
2025
Q4 		$5.38M Buy
45,868
+5,868
+15% +$720K 0.09% 225
2025
Q3 		$5.29M Buy
+40,000
New +$4.97M 0.07% 232
2018
Q2 		– Sell
-30,217
Closed -$891K – 356
2018
Q1 		$891K Buy
+30,217
New +$937K 0.01% 281

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

Scopus Asset Management's PHM Position: Q2 2026 in Review

Scopus Asset Management sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 24,926 shares — an estimated $2.93M sold.

Scopus Asset Management first reported a position in PHM in Q1 2018 and held it in 4 quarters. The position peaked at $5.38M in Q4 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Scopus Asset Management reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Scopus Asset Management sold 24,926 Pultegroup shares in Q2 2026, an estimated $2.93M.
  • Scopus Asset Management first reported a position in Pultegroup in Q1 2018 and held it in 4 quarters.
  • Scopus Asset Management's Pultegroup position peaked at $5.38M in Q4 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.