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Stone House Investment Management’s Pultegroup PHM Stock Holding History

Stone House Investment 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
Q1 		$6.82K Sell
58
-4
-6% -$512 ﹤0.01% 408
2025
Q4 		$7.27K Buy
+62
New +$7.6K ﹤0.01% 361

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

Stone House Investment Management's PHM Position: Q1 2026 in Review

Stone House Investment Management reduced its Pultegroup (PHM) stake by 6.5% in Q1 2026, selling an estimated $512 and leaving 58 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Stone House Investment Management first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.27K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Stone House Investment Management held 58 shares of Pultegroup worth $6.82K as of Q1 2026.
  • Stone House Investment Management sold 4 Pultegroup shares in Q1 2026, an estimated $512.
  • Pultegroup made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #408 holding.
  • Stone House Investment Management first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • Stone House Investment Management's Pultegroup position peaked at $7.27K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.