Tacita Capital’s Pultegroup PHM Stock Holding History

Tacita Capital’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	–	Sell	-102	Closed	-$12K	–	240
2026 Q1	$12K	Buy	+102	New	+$13.1K	0.01%	209

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tacita Capital's PHM Position: Q2 2026 in Review

Tacita Capital sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 102 shares — an estimated $12K sold.

Tacita Capital first reported a position in PHM in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Tacita Capital reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Tacita Capital sold 102 Pultegroup shares in Q2 2026, an estimated $12K.
Tacita Capital first reported a position in Pultegroup in Q1 2026 and held it in 1 quarter.
Tacita Capital's Pultegroup position peaked at $12K in Q1 2026.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.