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Stephens Inc’s Pultegroup PHM Stock Holding History

Stephens Inc’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 		$256K Sell
1,866
-29
-2% -$3.52K ﹤0.01% 1138
2026
Q1 		$223K Sell
1,895
-455
-19% -$58.3K ﹤0.01% 1165
2025
Q4 		$276K Buy
2,350
+80
+4% +$9.81K ﹤0.01% 1075
2025
Q3 		$300K Hold
2,270
– – ﹤0.01% 1050
2025
Q2 		$239K Buy
2,270
+46
+2% +$4.63K ﹤0.01% 1104
2025
Q1 		$229K Sell
2,224
-1,455
-40% -$157K ﹤0.01% 1096
2024
Q4 		$401K Sell
3,679
-22,210
-86% -$2.88M 0.01% 915
2024
Q3 		$3.72M Sell
25,889
-235
-0.9% -$29.9K 0.05% 318
2024
Q2 		$2.88M Buy
26,124
+944
+4% +$107K 0.04% 355
2024
Q1 		$3.04M Buy
25,180
+23,082
+1,100% +$2.48M 0.05% 331
2023
Q4 		$217K Buy
+2,098
New +$178K ﹤0.01% 1050
2021
Q4 		– Sell
-12,554
Closed -$576K – 1395
2021
Q3 		$576K Buy
+12,554
New +$652K 0.01% 818
2021
Q2 		– Sell
-4,506
Closed -$236K – 1365
2021
Q1 		$236K Buy
+4,506
New +$210K ﹤0.01% 1109
2018
Q3 		– Sell
-30,827
Closed -$886K – 1179
2018
Q2 		$886K Sell
30,827
-4,914
-14% -$148K 0.03% 505
2018
Q1 		$1.05M Sell
35,741
-6,726
-16% -$209K 0.04% 384
2017
Q4 		$1.41M Sell
42,467
-20,465
-33% -$636K 0.05% 325
2017
Q3 		$1.72M Buy
62,932
+40,998
+187% +$1.04M 0.06% 278
2017
Q2 		$538K Buy
21,934
+9,640
+78% +$225K 0.02% 549
2017
Q1 		$290K Buy
+12,294
New +$265K 0.01% 683

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

Stephens Inc's PHM Position: Q2 2026 in Review

Stephens Inc reduced its Pultegroup (PHM) stake by 1.5% in Q2 2026, selling an estimated $3.52K and leaving 1,866 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Stephens Inc first reported a position in PHM in Q1 2017 and has held it in 19 quarters since. The position peaked at $3.72M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Stephens Inc held 1,866 shares of Pultegroup worth $256K as of Q2 2026.
  • Stephens Inc sold 29 Pultegroup shares in Q2 2026, an estimated $3.52K.
  • Pultegroup made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1138 holding.
  • Stephens Inc first reported a position in Pultegroup in Q1 2017 and has held it in 19 quarters since.
  • Stephens Inc's Pultegroup position peaked at $3.72M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.