Tidemark’s Pultegroup PHM Stock Holding History

Tidemark’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	$412	Sell	3 -3	-50%	-$364	﹤0.01%	829
2026 Q1	$706	Buy	+6	New	+$768	﹤0.01%	729

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

Tidemark's PHM Position: Q2 2026 in Review

Tidemark reduced its Pultegroup (PHM) stake by 50% in Q2 2026, selling an estimated $364 and leaving 3 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Tidemark first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. The position peaked at $706 in Q1 2026. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Tidemark held 3 shares of Pultegroup worth $412 as of Q2 2026.
Tidemark sold 3 Pultegroup shares in Q2 2026, an estimated $364.
Pultegroup made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #829 holding.
Tidemark first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
Tidemark's Pultegroup position peaked at $706 in Q1 2026.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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