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Tortoise Investment Management’s Pultegroup PHM Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-16
Closed -$2.11K – 1104
2025
Q3 		$2.11K Buy
16
+7
+78% +$869 ﹤0.01% 857
2025
Q2 		$949 Buy
+9
New +$907 ﹤0.01% 986
2024
Q1 		– Sell
-100
Closed -$10.3K – 884
2023
Q4 		$10.3K Buy
+100
New +$8.5K ﹤0.01% 573

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's PHM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 16 shares — an estimated $2.11K sold.

Tortoise Investment Management first reported a position in PHM in Q4 2023 and held it in 3 quarters. The position peaked at $10.3K in Q4 2023. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Tortoise Investment Management reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16 Pultegroup shares in Q4 2025, an estimated $2.11K.
  • Tortoise Investment Management first reported a position in Pultegroup in Q4 2023 and held it in 3 quarters.
  • Tortoise Investment Management's Pultegroup position peaked at $10.3K in Q4 2023.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.