Bradley Foster & Sargent’s Pultegroup PHM Stock Holding History

Bradley Foster & Sargent’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	$856K	Sell	6,235 -1,170	-16%	-$142K	0.01%	326
2026 Q1	$871K	Hold	7,405	–	–	0.01%	311
2025 Q4	$868K	Hold	7,405	–	–	0.01%	316
2025 Q3	$978K	Hold	7,405	–	–	0.01%	298
2025 Q2	$781K	Hold	7,405	–	–	0.01%	319
2025 Q1	$761K	Hold	7,405	–	–	0.01%	298
2024 Q4	$806K	Hold	7,405	–	–	0.01%	304
2024 Q3	$1.06M	Hold	7,405	–	–	0.02%	274
2024 Q2	$815K	Hold	7,405	–	–	0.01%	293
2024 Q1	$893K	Sell	7,405 -1,778	-19%	-$191K	0.02%	282
2023 Q4	$948K	Buy	9,183 +13	+0.1%	+$1.1K	0.02%	280
2023 Q3	$712K	Hold	9,170	–	–	0.02%	299
2023 Q2	$712K	Hold	9,170	–	–	0.02%	299
2023 Q1	$534K	Sell	9,170 -2	-0%	-$108	0.01%	321
2022 Q4	$418K	Hold	9,172	–	–	0.01%	345
2022 Q3	$344K	Hold	9,172	–	–	0.01%	352
2022 Q2	$363K	Hold	9,172	–	–	0.01%	358
2022 Q1	$384K	Sell	9,172 -1	-0%	-$50	0.01%	375
2021 Q4	$524K	Hold	9,173	–	–	0.01%	321
2021 Q3	$421K	Buy	9,173 +2	+0%	+$104	0.01%	324
2021 Q2	$500K	Buy	9,171 +1	+0%	+$56	0.01%	301
2021 Q1	$481K	Hold	9,170	–	–	0.01%	295
2020 Q4	$395K	Hold	9,170	–	–	0.01%	310
2020 Q3	$424K	Buy	+9,170	New	+$392K	0.01%	268
2020 Q1	–	Sell	-8,000	Closed	-$310K	–	350
2019 Q4	$310K	Hold	8,000	–	–	0.01%	314
2019 Q3	$292K	Hold	8,000	–	–	0.01%	298
2019 Q2	$253K	Hold	8,000	–	–	0.01%	316
2019 Q1	$224K	Buy	+8,000	New	+$218K	0.01%	331

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bradley Foster & Sargent's PHM Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Pultegroup (PHM) stake by 16% in Q2 2026, selling an estimated $142K and leaving 6,235 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #326.

Bradley Foster & Sargent first reported a position in PHM in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Bradley Foster & Sargent held 6,235 shares of Pultegroup worth $856K as of Q2 2026.
Bradley Foster & Sargent sold 1,170 Pultegroup shares in Q2 2026, an estimated $142K.
Pultegroup made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #326 holding.
Bradley Foster & Sargent first reported a position in Pultegroup in Q1 2019 and has held it in 28 quarters since.
Bradley Foster & Sargent's Pultegroup position peaked at $1.06M in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.