Systematic Alpha Investments’s Pultegroup PHM Stock Holding History

Systematic Alpha Investments’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	$1.54M	Hold	13,088	–	–	0.05%	96
2025 Q4	$1.53M	Hold	13,088	–	–	0.05%	94
2025 Q3	$1.73M	Hold	13,088	–	–	0.06%	87
2025 Q2	$1.38M	Hold	13,088	–	–	0.05%	91
2025 Q1	$1.35M	Hold	13,088	–	–	0.05%	93
2024 Q4	$1.43M	Hold	13,088	–	–	0.05%	93
2024 Q3	$1.88M	Hold	13,088	–	–	0.07%	85
2024 Q2	$1.44M	Hold	13,088	–	–	0.05%	92
2024 Q1	$1.58M	Hold	13,088	–	–	0.06%	89
2023 Q4	$1.35M	Hold	13,088	–	–	0.06%	91
2023 Q3	$969K	Hold	13,088	–	–	0.05%	101
2023 Q2	$1.02M	Hold	13,088	–	–	0.05%	100
2023 Q1	$763K	Buy	13,088 +7,800	+148%	+$421K	0.04%	114
2022 Q4	$241K	Buy	+5,288	New	+$223K	0.01%	200
2022 Q3	–	Sell	-5,288	Closed	-$210K	–	219
2022 Q2	$210K	Hold	5,288	–	–	0.01%	201
2022 Q1	$222K	Hold	5,288	–	–	0.01%	221
2021 Q4	$302K	Hold	5,288	–	–	0.01%	195
2021 Q3	$254K	Buy	+5,288	New	+$275K	0.01%	216

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Systematic Alpha Investments's PHM Position: Q1 2026 in Review

Systematic Alpha Investments held its Pultegroup (PHM) position steady in Q1 2026 at 13,088 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #96.

Systematic Alpha Investments first reported a position in PHM in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Systematic Alpha Investments held 13,088 shares of Pultegroup worth $1.54M as of Q1 2026.
Systematic Alpha Investments left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up 0.05% of Systematic Alpha Investments's portfolio in Q1 2026, its #96 holding.
Systematic Alpha Investments first reported a position in Pultegroup in Q3 2021 and has held it in 18 quarters since.
Systematic Alpha Investments's Pultegroup position peaked at $1.88M in Q3 2024.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.