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Cetera Trust Company’s Pultegroup PHM Stock Holding History

Cetera Trust Company’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 		$1.2M Sell
8,750
-1,097
-11% -$133K 0.6% 47
2026
Q1 		$1.16M Buy
9,847
+585
+6% +$74.9K 0.65% 42
2025
Q4 		$1.09M Sell
9,262
-990
-10% -$121K 0.58% 44
2025
Q3 		$1.35M Sell
10,252
-150
-1% -$18.6K 0.76% 39
2025
Q2 		$1.1M Buy
10,402
+480
+5% +$48.4K 0.66% 40
2025
Q1 		$1.02M Buy
9,922
+775
+8% +$83.7K 0.65% 41
2024
Q4 		$996K Buy
9,147
+705
+8% +$91.5K 0.65% 38
2024
Q3 		$1.21M Buy
8,442
+8,387
+15,249% +$1.07M 0.74% 37
2024
Q2 		$6.06K Hold
55
– – ﹤0.01% 348
2024
Q1 		$6.63K Hold
55
– – ﹤0.01% 347
2023
Q4 		$5.68K Buy
+55
New +$4.67K ﹤0.01% 356

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

Cetera Trust Company's PHM Position: Q2 2026 in Review

Cetera Trust Company reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $133K and leaving 8,750 shares worth $1.2M. The position accounts for 0.6% of the portfolio, ranked #47.

Cetera Trust Company first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Cetera Trust Company held 8,750 shares of Pultegroup worth $1.2M as of Q2 2026.
  • Cetera Trust Company sold 1,097 Pultegroup shares in Q2 2026, an estimated $133K.
  • Pultegroup made up 0.6% of Cetera Trust Company's portfolio in Q2 2026, its #47 holding.
  • Cetera Trust Company first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Pultegroup position peaked at $1.35M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.