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Spectrum Asset Management (California)’s Pultegroup PHM Stock Holding History

Spectrum Asset Management (California)’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
Q4 		– Sell
-4,852
Closed -$642K – 123
2025
Q3 		$642K Hold
4,852
– – 0.23% 64
2025
Q2 		$513K Buy
+4,852
New +$489K 0.22% 69

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spectrum Asset Management (California)'s PHM Position: Q4 2025 in Review

Spectrum Asset Management (California) sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 4,852 shares — an estimated $642K sold.

Spectrum Asset Management (California) first reported a position in PHM in Q2 2025 and held it in 2 quarters. The position peaked at $642K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Spectrum Asset Management (California) reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 4,852 Pultegroup shares in Q4 2025, an estimated $642K.
  • Spectrum Asset Management (California) first reported a position in Pultegroup in Q2 2025 and held it in 2 quarters.
  • Spectrum Asset Management (California)'s Pultegroup position peaked at $642K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Spectrum Asset Management (California)'s 13F filing for Q4 2025, filed 26 Jan 2026.