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
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 $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

Cerity Partners's PHM Position: Q1 2026 in Review

Cerity Partners increased its Pultegroup (PHM) stake by 56% in Q1 2026, buying an estimated $2.65M and bringing the position to 57,707 shares worth $6.79M. The position accounts for 0.01% of the portfolio, ranked #875.

Cerity Partners first reported a position in PHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.95M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Cerity Partners held 57,707 shares of Pultegroup worth $6.79M as of Q1 2026.
  • Cerity Partners bought 20,693 Pultegroup shares in Q1 2026, an estimated $2.65M.
  • Pultegroup made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #875 holding.
  • Cerity Partners first reported a position in Pultegroup in Q4 2021 and has held it in 17 quarters since.
  • Cerity Partners's Pultegroup position peaked at $6.95M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.