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Shelton Capital Management’s Pultegroup PHM Stock Holding History

Shelton Capital 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
2025
Q3 		– Sell
-45,626
Closed -$4.81M – 755
2025
Q2 		$4.81M Sell
45,626
-174,271
-79% -$17.6M 0.11% 165
2025
Q1 		$22.6M Buy
219,897
+121,503
+123% +$13.1M 0.54% 43
2024
Q4 		$10.7M Buy
98,394
+5,100
+5% +$662K 0.27% 93
2024
Q3 		$13.4M Buy
93,294
+1,319
+1% +$168K 0.34% 66
2024
Q2 		$10.1M Buy
91,975
+36,700
+66% +$4.17M 0.27% 84
2024
Q1 		$6.67M Buy
55,275
+30,000
+119% +$3.22M 0.19% 126
2023
Q4 		$2.61M Sell
25,275
-26,125
-51% -$2.22M 0.08% 221
2023
Q3 		$3.81M Buy
51,400
+23,900
+87% +$1.91M 0.14% 175
2023
Q2 		$2.14M Buy
+27,500
New +$1.86M 0.08% 229
2020
Q4 		– Sell
-36,217
Closed -$1.68M – 798
2020
Q3 		$1.68M Buy
+36,217
New +$1.55M 0.07% 284
2020
Q1 		– Sell
-74,988
Closed -$2.91M – 780
2019
Q4 		$2.91M Buy
+74,988
New +$2.91M 0.16% 124
2014
Q4 		– Sell
-10,204
Closed -$180K – 800
2014
Q3 		$180K Sell
10,204
-900
-8% -$17K 0.02% 734
2014
Q2 		$224K Sell
11,104
-13,500
-55% -$259K 0.03% 705
2014
Q1 		$472K Hold
24,604
– – 0.07% 352
2013
Q4 		$501K Buy
24,604
+2,800
+13% +$49.6K 0.08% 320
2013
Q3 		$360K Buy
+21,804
New +$372K 0.06% 414

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Capital Management's PHM Position: Q3 2025 in Review

Shelton Capital Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 45,626 shares — an estimated $4.81M sold.

Shelton Capital Management first reported a position in PHM in Q3 2013 and held it in 16 quarters. The position peaked at $22.6M in Q1 2025. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Shelton Capital Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 45,626 Pultegroup shares in Q3 2025, an estimated $4.81M.
  • Shelton Capital Management first reported a position in Pultegroup in Q3 2013 and held it in 16 quarters.
  • Shelton Capital Management's Pultegroup position peaked at $22.6M in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.