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Blue Trust Inc’s Pultegroup PHM Stock Holding History

Blue Trust Inc’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 		$840K Buy
6,122
+884
+17% +$107K 0.01% 335
2026
Q1 		$616K Buy
5,238
+3,422
+188% +$438K 0.01% 421
2025
Q4 		$213K Buy
1,816
+39
+2% +$4.78K ﹤0.01% 754
2025
Q3 		$235K Buy
1,777
+62
+4% +$7.7K ﹤0.01% 741
2025
Q2 		$181K Buy
1,715
+166
+11% +$16.7K ﹤0.01% 804
2025
Q1 		$159K Buy
1,549
+32
+2% +$3.46K ﹤0.01% 794
2024
Q4 		$165K Sell
1,517
-4,428
-74% -$575K ﹤0.01% 721
2024
Q3 		$654K Buy
5,945
+1,262
+27% +$160K 0.01% 369
2024
Q2 		$565K Buy
4,683
+1,495
+47% +$170K 0.01% 340
2024
Q1 		$385K Sell
3,188
-473
-13% -$50.8K 0.01% 327
2023
Q4 		$271K Buy
3,661
+485
+15% +$41.2K ﹤0.01% 357
2023
Q3 		$247K Buy
3,176
+393
+14% +$31.3K ﹤0.01% 382
2023
Q2 		$162K Sell
2,783
-1,528
-35% -$104K ﹤0.01% 399
2023
Q1 		$196K Buy
4,311
+57
+1% +$3.08K ﹤0.01% 549
2022
Q4 		$160K Buy
4,254
+1,203
+39% +$50.7K ﹤0.01% 531
2022
Q3 		$121K Buy
3,051
+407
+15% +$17.1K ﹤0.01% 463
2022
Q2 		$111K Buy
+2,644
New +$111K ﹤0.01% 462

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

Blue Trust Inc's PHM Position: Q2 2026 in Review

Blue Trust Inc increased its Pultegroup (PHM) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 6,122 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #335.

Blue Trust Inc first reported a position in PHM in Q2 2022 and has held it in 17 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Blue Trust Inc held 6,122 shares of Pultegroup worth $840K as of Q2 2026.
  • Blue Trust Inc bought 884 Pultegroup shares in Q2 2026, an estimated $107K.
  • Pultegroup made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #335 holding.
  • Blue Trust Inc first reported a position in Pultegroup in Q2 2022 and has held it in 17 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.