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Badgley Phelps Wealth Managers’s Pultegroup PHM Stock Holding History

Badgley Phelps Wealth Managers’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 		– Sell
-1,754
Closed -$206K – 336
2025
Q4 		$206K Buy
+1,754
New +$215K ﹤0.01% 320

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

Badgley Phelps Wealth Managers's PHM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,754 shares — an estimated $206K sold.

Badgley Phelps Wealth Managers first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Badgley Phelps Wealth Managers reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 1,754 Pultegroup shares in Q1 2026, an estimated $206K.
  • Badgley Phelps Wealth Managers first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Pultegroup position peaked at $206K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.