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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stephens Inc's PHM Position: Q1 2026 in Review

Stephens Inc reduced its Pultegroup (PHM) stake by 19% in Q1 2026, selling an estimated $58.3K and leaving 1,895 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Stephens Inc first reported a position in PHM in Q1 2017 and has held it in 18 quarters since. The position peaked at $3.72M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Stephens Inc held 1,895 shares of Pultegroup worth $223K as of Q1 2026.
  • Stephens Inc sold 455 Pultegroup shares in Q1 2026, an estimated $58.3K.
  • Pultegroup made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1165 holding.
  • Stephens Inc first reported a position in Pultegroup in Q1 2017 and has held it in 18 quarters since.
  • Stephens Inc's Pultegroup position peaked at $3.72M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.