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Waterloo Capital’s Pultegroup PHM Stock Holding History

Waterloo Capital’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 		$557K Buy
4,062
+562
+16% +$68.3K 0.03% 334
2026
Q1 		$412K Buy
3,500
+6
+0.2% +$768 0.03% 342
2025
Q4 		$410K Buy
3,494
+42
+1% +$5.15K 0.03% 321
2025
Q3 		$456K Buy
3,452
+234
+7% +$29.1K 0.03% 292
2025
Q2 		$339K Buy
3,218
+493
+18% +$49.7K 0.03% 332
2025
Q1 		$280K Buy
2,725
+113
+4% +$12.2K 0.03% 329
2024
Q4 		$284K Sell
2,612
-17
-0.6% -$2.21K 0.03% 301
2024
Q3 		$377K Buy
2,629
+272
+12% +$34.6K 0.04% 279
2024
Q2 		$260K Sell
2,357
-223
-9% -$25.3K 0.03% 304
2024
Q1 		$311K Sell
2,580
-282
-10% -$30.3K 0.04% 288
2023
Q4 		$295K Buy
+2,862
New +$243K 0.05% 297

Other funds holding PHM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waterloo Capital's PHM Position: Q2 2026 in Review

Waterloo Capital increased its Pultegroup (PHM) stake by 16% in Q2 2026, buying an estimated $68.3K and bringing the position to 4,062 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #334.

Waterloo Capital first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Waterloo Capital held 4,062 shares of Pultegroup worth $557K as of Q2 2026.
  • Waterloo Capital bought 562 Pultegroup shares in Q2 2026, an estimated $68.3K.
  • Pultegroup made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #334 holding.
  • Waterloo Capital first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.