Van Hulzen Asset Management’s Pultegroup PHM Stock Holding History

Van Hulzen Asset 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
2026 Q2	$826K	Buy	6,018 +2,002	+50%	+$243K	0.06%	196
2026 Q1	$472K	Sell	4,016 -3,100	-44%	-$397K	0.04%	236
2025 Q4	$834K	Buy	7,116 +100	+1%	+$12.3K	0.06%	180
2025 Q3	$927K	Buy	7,016 +1,000	+17%	+$124K	0.07%	166
2025 Q2	$634K	Buy	6,016 +1,400	+30%	+$141K	0.05%	195
2025 Q1	$475K	Sell	4,616 -1,606	-26%	-$173K	0.04%	213
2024 Q4	$678K	Buy	+6,222	New	+$808K	0.05%	199
2014 Q2	–	Sell	-10,000	Closed	-$192K	–	83
2014 Q1	$192K	Buy	+10,000	New	+$197K	0.19%	81

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

Van Hulzen Asset Management's PHM Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Pultegroup (PHM) stake by 50% in Q2 2026, buying an estimated $243K and bringing the position to 6,018 shares worth $826K. The position accounts for 0.06% of the portfolio, ranked #196.

Van Hulzen Asset Management first reported a position in PHM in Q1 2014 and has held it in 8 quarters since. The position peaked at $927K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Van Hulzen Asset Management held 6,018 shares of Pultegroup worth $826K as of Q2 2026.
Van Hulzen Asset Management bought 2,002 Pultegroup shares in Q2 2026, an estimated $243K.
Pultegroup made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #196 holding.
Van Hulzen Asset Management first reported a position in Pultegroup in Q1 2014 and has held it in 8 quarters since.
Van Hulzen Asset Management's Pultegroup position peaked at $927K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.