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X-Square Capital’s Pultegroup PHM Stock Holding History

X-Square 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
Q1 		$1.23M Sell
10,469
-168
-2% -$21.5K 0.41% 79
2025
Q4 		$1.25M Sell
10,637
-2
-0% -$245 0.41% 75
2025
Q3 		$1.41M Sell
10,639
-7
-0.1% -$869 0.44% 68
2025
Q2 		$1.12M Sell
10,646
-104
-1% -$10.5K 0.4% 73
2025
Q1 		$1.1M Sell
10,750
-42
-0.4% -$4.54K 0.48% 66
2024
Q4 		$1.18M Sell
10,792
-6
-0.1% -$779 0.48% 62
2024
Q3 		$1.55M Sell
10,798
-18
-0.2% -$2.29K 0.68% 53
2024
Q2 		$1.19M Sell
10,816
-122
-1% -$13.9K 0.55% 57
2024
Q1 		$1.29M Sell
10,938
-12,724
-54% -$1.37M 0.61% 54
2023
Q4 		$2.44M Sell
23,662
-4,743
-17% -$403K 1.35% 21
2023
Q3 		$2.21M Hold
28,405
– – 1.48% 19
2023
Q2 		$2.21M Sell
28,405
-3,268
-10% -$221K 1.48% 19
2023
Q1 		$1.85M Buy
31,673
+10
+0% +$540 1.09% 29
2022
Q4 		$1.44M Buy
31,663
+33
+0.1% +$1.39K 0.82% 45
2022
Q3 		$1.19M Sell
31,630
-2,350
-7% -$98.8K 0.75% 52
2022
Q2 		$1.35M Sell
33,980
-5,930
-15% -$250K 0.81% 45
2022
Q1 		$1.67M Buy
39,910
+858
+2% +$42.6K 0.87% 43
2021
Q4 		$2.23M Sell
39,052
-545
-1% -$27.9K 1.12% 31
2021
Q3 		$1.82M Buy
39,597
+2,360
+6% +$123K 0.94% 40
2021
Q2 		$2.03M Buy
37,237
+4,971
+15% +$278K 0.96% 37
2021
Q1 		$1.69M Buy
32,266
+2,264
+8% +$106K 0.78% 33
2020
Q4 		$1.29M Buy
30,002
+1,249
+4% +$55.3K 0.7% 44
2020
Q3 		$1.33M Buy
28,753
+11,668
+68% +$499K 0.96% 29
2020
Q2 		$581K Buy
+17,085
New +$513K 0.41% 56

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 $6.07B AUM 11.2% 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

X-Square Capital's PHM Position: Q1 2026 in Review

X-Square Capital reduced its Pultegroup (PHM) stake by 1.6% in Q1 2026, selling an estimated $21.5K and leaving 10,469 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #79.

X-Square Capital first reported a position in PHM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • X-Square Capital held 10,469 shares of Pultegroup worth $1.23M as of Q1 2026.
  • X-Square Capital sold 168 Pultegroup shares in Q1 2026, an estimated $21.5K.
  • Pultegroup made up 0.41% of X-Square Capital's portfolio in Q1 2026, its #79 holding.
  • X-Square Capital first reported a position in Pultegroup in Q2 2020 and has held it in 24 quarters since.
  • X-Square Capital's Pultegroup position peaked at $2.44M in Q4 2023.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.