VFO
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Virtus Family Office’s Pultegroup PHM Stock Holding History

Virtus Family Office’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 		– Sell
-12,058
Closed -$1.42M – 78
2025
Q4 		$1.42M Sell
12,058
-36
-0.3% -$4.42K 1.22% 32
2025
Q3 		$1.6M Sell
12,094
-37
-0.3% -$4.59K 1.5% 25
2025
Q2 		$1.28M Sell
12,131
-4,519
-27% -$455K 1.64% 26
2025
Q1 		$1.72M Sell
16,650
-125
-0.7% -$13.5K 2.2% 20
2024
Q4 		$1.83M Buy
16,775
+1,225
+8% +$159K 2.29% 21
2024
Q3 		$2.24M Sell
15,550
-135
-0.9% -$17.2K 2.95% 12
2024
Q2 		$1.73M Sell
15,685
-3,366
-18% -$382K 2.36% 22
2024
Q1 		$2.3M Sell
19,051
-55
-0.3% -$5.9K 3.67% 11
2023
Q4 		$1.98M Sell
19,106
-3,599
-16% -$306K 3.31% 12
2023
Q3 		$1.68M Sell
22,705
-78
-0.3% -$6.22K 3.06% 11
2023
Q2 		$1.77M Sell
22,783
-5,817
-20% -$394K 3.29% 12
2023
Q1 		$1.67M Sell
28,600
-254
-0.9% -$13.7K 3.3% 9
2022
Q4 		$1.32M Buy
28,854
+6,172
+27% +$260K 2.94% 14
2022
Q3 		$851K Buy
+22,682
New +$954K 2.18% 20

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Virtus Family Office's PHM Position: Q1 2026 in Review

Virtus Family Office sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 12,058 shares — an estimated $1.42M sold.

Virtus Family Office first reported a position in PHM in Q3 2022 and held it in 14 quarters. The position peaked at $2.3M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Virtus Family Office reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Virtus Family Office sold 12,058 Pultegroup shares in Q1 2026, an estimated $1.42M.
  • Virtus Family Office first reported a position in Pultegroup in Q3 2022 and held it in 14 quarters.
  • Virtus Family Office's Pultegroup position peaked at $2.3M in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.