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Vista Investment Partners’s Pultegroup PHM Stock Holding History

Vista Investment Partners’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
-19,793
Closed -$2.09M – 163
2025
Q2 		$2.09M Buy
19,793
+271
+1% +$27.3K 0.6% 57
2025
Q1 		$2.01M Buy
19,522
+704
+4% +$76K 0.61% 58
2024
Q4 		$2.05M Buy
18,818
+564
+3% +$73.2K 0.64% 53
2024
Q3 		$2.62M Buy
+18,254
New +$2.32M 0.84% 43

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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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vista Investment Partners sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 19,793 shares — an estimated $2.09M sold.

Vista Investment Partners first reported a position in PHM in Q3 2024 and held it in 4 quarters. The position peaked at $2.62M in Q3 2024. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Vista Investment Partners reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners sold 19,793 Pultegroup shares in Q3 2025, an estimated $2.09M.
  • Vista Investment Partners first reported a position in Pultegroup in Q3 2024 and held it in 4 quarters.
  • Vista Investment Partners's Pultegroup position peaked at $2.62M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Vista Investment Partners's 13F filing for Q3 2025, filed 16 Oct 2025.