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Clearstead Trust’s Pultegroup PHM Stock Holding History

Clearstead Trust’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 		$12.8K Sell
93
-15
-14% -$1.82K ﹤0.01% 566
2026
Q1 		$12.7K Buy
108
+15
+16% +$1.92K ﹤0.01% 524
2025
Q4 		$10.9K Sell
93
-45
-33% -$5.52K ﹤0.01% 570
2025
Q3 		$18.2K Hold
138
– – ﹤0.01% 458
2025
Q2 		$14.6K Buy
+138
New +$13.9K ﹤0.01% 501

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

Clearstead Trust's PHM Position: Q2 2026 in Review

Clearstead Trust reduced its Pultegroup (PHM) stake by 14% in Q2 2026, selling an estimated $1.82K and leaving 93 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Clearstead Trust first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.2K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Clearstead Trust held 93 shares of Pultegroup worth $12.8K as of Q2 2026.
  • Clearstead Trust sold 15 Pultegroup shares in Q2 2026, an estimated $1.82K.
  • Pultegroup made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #566 holding.
  • Clearstead Trust first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Pultegroup position peaked at $18.2K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.