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Annis Gardner Whiting Capital Advisors’s Pultegroup PHM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-551
Closed -$64.9K – 997
2026
Q1 		$64.9K Buy
551
+5
+0.9% +$640 0.01% 531
2025
Q4 		$64.2K Buy
546
+50
+10% +$6.13K 0.01% 487
2025
Q3 		$65.6K Sell
496
-48
-9% -$5.96K 0.01% 451
2025
Q2 		$57.5K Buy
544
+57
+12% +$5.74K 0.02% 392
2025
Q1 		$50.2K Hold
487
– – 0.02% 349
2024
Q4 		$53.1K Hold
487
– – 0.01% 339
2024
Q3 		$70K Sell
487
-601
-55% -$76.4K 0.02% 331
2024
Q2 		$120K Hold
1,088
– – 0.03% 278
2024
Q1 		$131K Buy
1,088
+601
+123% +$64.5K 0.05% 237
2023
Q4 		$50.4K Hold
487
– – 0.02% 303
2023
Q3 		$36.2K Buy
+487
New +$38.8K 0.02% 318

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 $3.37T AUM 44.26% 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

Annis Gardner Whiting Capital Advisors's PHM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 551 shares — an estimated $64.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PHM in Q3 2023 and held it in 11 quarters. The position peaked at $131K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 551 Pultegroup shares in Q2 2026, an estimated $64.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Pultegroup in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Pultegroup position peaked at $131K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.