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Vista Investment Partners II’s Pultegroup PHM Stock Holding History

Vista Investment Partners II’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
Q3 		– Sell
-13,699
Closed -$1.44M – 149
2025
Q2 		$1.44M Buy
13,699
+1,580
+13% +$159K 0.7% 48
2025
Q1 		$1.25M Buy
12,119
+3,322
+38% +$359K 0.69% 46
2024
Q4 		$958K Buy
+8,797
New +$1.14M 0.57% 53

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 $408B AUM 30.18% 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 $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vista Investment Partners II's PHM Position: Q3 2025 in Review

Vista Investment Partners II sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 13,699 shares — an estimated $1.44M sold.

Vista Investment Partners II first reported a position in PHM in Q4 2024 and held it in 3 quarters. The position peaked at $1.44M in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Vista Investment Partners II reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 13,699 Pultegroup shares in Q3 2025, an estimated $1.44M.
  • Vista Investment Partners II first reported a position in Pultegroup in Q4 2024 and held it in 3 quarters.
  • Vista Investment Partners II's Pultegroup position peaked at $1.44M in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Vista Investment Partners II's 13F filing for Q3 2025, filed 29 Oct 2025.