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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
Q2 		$230K Buy
+1,676
New +$204K ﹤0.01% 317
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 $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

Badgley Phelps Wealth Managers's PHM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in Pultegroup (PHM) in Q2 2026: 1,676 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in PHM as recently as Q4 2025.

Badgley Phelps Wealth Managers first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 1,676 shares of Pultegroup worth $230K as of Q2 2026.
  • Pultegroup was a new Badgley Phelps Wealth Managers position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #317 holding.
  • Badgley Phelps Wealth Managers first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.