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Ray Dalio’s PHM Holdings & Trades

First Buy
Q2 2013
Duration Held
41 Quarters
Largest Add
Q3 2018
+642,470 Shares
Current Position
105,329 Shares
$12.35 M Value

Ray Dalio's PHM Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 105,329 shares of PulteGroup, Inc. (PHM) worth $12.35 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in PHM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 642,470 shares. Largest reduction occurred in Q3 2025, reducing 830,280 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's PulteGroup (PHM) Holding Value Over Time

Track share changes against reported price movement

Quarterly PulteGroup (PHM) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -100,756 Reduce 48.89% 105,329 $117.26
Q3 2025 -830,280 Reduce 80.11% 206,085 $132.13
Q2 2025 -14,360 Reduce 1.37% 1.04 M $105.46
Q1 2025 +267,144 Add 34.09% 1.05 M $102.80
Q4 2024 +425,492 Add 118.82% 783,581 $108.90
Q3 2024 +94,535 Add 35.87% 358,089 $143.53
Q2 2024 +243,092 Add 1188.02% 263,554 $110.10
Q1 2024 -92,853 Reduce 81.94% 20,462 $120.62
Q4 2023 -19,067 Reduce 14.40% 113,315 $103.22
Q3 2023 +57,341 Add 76.41% 132,382 $74.05
Q2 2023 -58,034 Reduce 43.61% 75,041 $77.68
Q1 2023 +123,314 Add 1263.33% 133,075 $58.28
Q4 2022 -25,604 Reduce 72.40% 9,761 $45.53
Q3 2022 -532,652 Reduce 93.77% 35,365 $37.49
Q2 2022 +387,514 Add 214.69% 568,017 $39.63
Q1 2022 -67,676 Reduce 27.27% 180,503 $41.90
Q4 2021 -149,782 Reduce 37.64% 248,179 $57.16
Q3 2021 +111,781 Add 39.06% 397,961 $45.92
Q2 2021 +8,148 Add 2.93% 286,180 $54.57
Q1 2021 +278,032 New Buy 278,032 $52.44
Q4 2020 -71,207 Sold Out 0 $0.00
Q3 2020 +7,265 Add 11.36% 71,207 $46.29
Q2 2020 -2,531 Reduce 3.81% 63,942 $34.03
Q1 2020 -32,691 Reduce 32.97% 66,473 $22.32
Q4 2019 -124,849 Reduce 55.73% 99,164 $38.80
Q3 2019 -506,615 Reduce 69.34% 224,013 $36.55
Q2 2019 +55,703 Add 8.25% 730,628 $31.62
Q1 2019 -431,472 Reduce 39.00% 674,925 $27.96
Q4 2018 +54,627 Add 5.19% 1.11 M $25.99
Q3 2018 +642,470 Add 156.97% 1.05 M $24.77
Q2 2018 +409,300 New Buy 409,300 $28.75
Q4 2017 -141,495 Sold Out 0 $0.00
Q3 2017 +141,495 New Buy 141,495 $27.33
Q1 2015 -395,558 Sold Out 0 $0.00
Q4 2014 -297,956 Reduce 42.96% 395,558 $21.46
Q3 2014 +92,700 Add 15.43% 693,514 $17.66
Q2 2014 +132,300 Add 28.24% 600,814 $20.16
Q1 2014 +161,600 Add 52.65% 468,514 $19.19
Q4 2013 -40,400 Reduce 11.63% 306,914 $20.37
Q3 2013 -262,275 Reduce 43.02% 347,314 $16.50
Q2 2013 +609,589 Add 0.00% 609,589 $18.97

Ray Dalio's PulteGroup Investment FAQs

Ray Dalio first purchased PulteGroup, Inc. (PHM) in Q2 2013, acquiring 609,589 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held PulteGroup, Inc. (PHM) for 41 quarters since Q2 2013.

Ray Dalio's largest addition to PulteGroup, Inc. (PHM) was in Q3 2018, adding 1,051,770 shares worth $26.05 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 105,329 shares of PulteGroup, Inc. (PHM), valued at approximately $12.35 M.

As of the Q4 2025 filing, PulteGroup, Inc. (PHM) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in PulteGroup, Inc. (PHM) was 1,106,397 shares, as reported at the end of Q4 2018.