SHIM
PHM icon

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
Q2 		$5.49K Sell
40
-18
-31% -$2.19K ﹤0.01% 540
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 $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 $3.38T AUM 44.17% 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

Stone House Investment Management's PHM Position: Q2 2026 in Review

Stone House Investment Management reduced its Pultegroup (PHM) stake by 31% in Q2 2026, selling an estimated $2.19K and leaving 40 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Stone House Investment Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.27K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Stone House Investment Management held 40 shares of Pultegroup worth $5.49K as of Q2 2026.
  • Stone House Investment Management sold 18 Pultegroup shares in Q2 2026, an estimated $2.19K.
  • Pultegroup made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #540 holding.
  • Stone House Investment Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Pultegroup position peaked at $7.27K in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.