Chesley Taft & Associates’s Pultegroup PHM Stock Holding History

Chesley Taft & Associates’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
2025 Q2	–	Sell	-17,293	Closed	-$1.78M	–	342
2025 Q1	$1.78M	Sell	17,293 -2,047	-11%	-$221K	0.09%	152
2024 Q4	$2.11M	Buy	19,340 +50	+0.3%	+$6.49K	0.1%	140
2024 Q3	$2.77M	Buy	+19,290	New	+$2.45M	0.13%	118

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Chesley Taft & Associates's PHM Position: Q2 2025 in Review

Chesley Taft & Associates sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 17,293 shares — an estimated $1.78M sold.

Chesley Taft & Associates first reported a position in PHM in Q3 2024 and held it in 3 quarters. The position peaked at $2.77M in Q3 2024. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Chesley Taft & Associates reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Chesley Taft & Associates sold 17,293 Pultegroup shares in Q2 2025, an estimated $1.78M.
Chesley Taft & Associates first reported a position in Pultegroup in Q3 2024 and held it in 3 quarters.
Chesley Taft & Associates's Pultegroup position peaked at $2.77M in Q3 2024.
945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Chesley Taft & Associates's 13F filing for Q2 2025, filed 9 Jul 2025.