Cerity Partners
PHM icon

Cerity Partners’s Pultegroup PHM Stock Holding History

Cerity Partners’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 		$8.34M Buy
60,817
+3,110
+5% +$378K 0.01% 858
2026
Q1 		$6.79M Buy
57,707
+20,693
+56% +$2.65M 0.01% 875
2025
Q4 		$4.34M Sell
37,014
-7,019
-16% -$861K 0.01% 980
2025
Q3 		$5.82M Buy
44,033
+2,356
+6% +$293K 0.01% 792
2025
Q2 		$4.4M Buy
41,677
+6,240
+18% +$629K 0.01% 869
2025
Q1 		$3.64M Sell
35,437
-10,848
-23% -$1.17M 0.01% 854
2024
Q4 		$5.33M Sell
46,285
-2,114
-4% -$274K 0.01% 685
2024
Q3 		$6.95M Buy
48,399
+4,970
+11% +$632K 0.02% 600
2024
Q2 		$4.78M Buy
43,429
+19,775
+84% +$2.25M 0.01% 620
2024
Q1 		$2.85M Buy
23,654
+5,094
+27% +$547K 0.01% 836
2023
Q4 		$1.92M Buy
18,560
+4,798
+35% +$408K 0.01% 783
2023
Q3 		$1.02M Buy
13,762
+13
+0.1% +$1.04K 0.01% 752
2023
Q2 		$1.07M Buy
13,749
+502
+4% +$34K ﹤0.01% 904
2023
Q1 		$775K Buy
13,247
+1,600
+14% +$86.4K ﹤0.01% 1089
2022
Q4 		$530K Buy
11,647
+6,083
+109% +$256K ﹤0.01% 923
2022
Q3 		$209K Buy
5,564
+357
+7% +$15K ﹤0.01% 1042
2022
Q2 		$207K Buy
+5,207
New +$219K ﹤0.01% 1067
2022
Q1 		– Sell
-4,520
Closed -$261K – 1067
2021
Q4 		$261K Buy
+4,520
New +$232K ﹤0.01% 828

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 $3.38T AUM 44.17% 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

Cerity Partners's PHM Position: Q2 2026 in Review

Cerity Partners increased its Pultegroup (PHM) stake by 5.4% in Q2 2026, buying an estimated $378K and bringing the position to 60,817 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #858.

Cerity Partners first reported a position in PHM in Q4 2021 and has held it in 18 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cerity Partners held 60,817 shares of Pultegroup worth $8.34M as of Q2 2026.
  • Cerity Partners bought 3,110 Pultegroup shares in Q2 2026, an estimated $378K.
  • Pultegroup made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #858 holding.
  • Cerity Partners first reported a position in Pultegroup in Q4 2021 and has held it in 18 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.