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Colonial Trust Advisors’s Pultegroup PHM Stock Holding History

Colonial Trust Advisors’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 		$23.5K Buy
+171
New +$20.8K ﹤0.01% 461
2024
Q2 		– Sell
-7
Closed -$844 – 952
2024
Q1 		$844 Sell
7
-49
-88% -$5.26K ﹤0.01% 873
2023
Q4 		$5.78K Hold
56
– – ﹤0.01% 590
2023
Q3 		$4.15K Sell
56
-11
-16% -$877 ﹤0.01% 639
2023
Q2 		$5.21K Hold
67
– – ﹤0.01% 623
2023
Q1 		$3.9K Sell
67
-7
-9% -$378 ﹤0.01% 656
2022
Q4 		$3.37K Buy
+74
New +$3.12K ﹤0.01% 664

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

Colonial Trust Advisors's PHM Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 171 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in PHM as recently as Q1 2024.

Colonial Trust Advisors first reported a position in PHM in Q4 2022 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Colonial Trust Advisors held 171 shares of Pultegroup worth $23.5K as of Q2 2026.
  • Pultegroup was a new Colonial Trust Advisors position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #461 holding.
  • Colonial Trust Advisors first reported a position in Pultegroup in Q4 2022 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.