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Stoneridge Investment Partners’s Pultegroup PHM Stock Holding History

Stoneridge Investment Partners’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 		– Sell
-13,772
Closed -$1.61M – 147
2025
Q4 		$1.61M Buy
+13,772
New +$1.69M 1.12% 27
2013
Q4 		– Sell
-130,110
Closed -$2.15M – 228
2013
Q3 		$2.15M Buy
+130,110
New +$2.22M 0.47% 64

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State Street
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Vanguard Portfolio Management
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GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stoneridge Investment Partners's PHM Position: Q1 2026 in Review

Stoneridge Investment Partners sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 13,772 shares — an estimated $1.61M sold.

Stoneridge Investment Partners first reported a position in PHM in Q3 2013 and held it in 2 quarters. The position peaked at $2.15M in Q3 2013. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Stoneridge Investment Partners reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 13,772 Pultegroup shares in Q1 2026, an estimated $1.61M.
  • Stoneridge Investment Partners first reported a position in Pultegroup in Q3 2013 and held it in 2 quarters.
  • Stoneridge Investment Partners's Pultegroup position peaked at $2.15M in Q3 2013.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.