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Crestwood Advisors Group’s Pultegroup PHM Stock Holding History

Crestwood Advisors Group’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 		$512K Sell
3,730
-2,203
-37% -$268K 0.01% 480
2026
Q1 		$698K Sell
5,933
-2,402
-29% -$308K 0.01% 349
2025
Q4 		$977K Sell
8,335
-885
-10% -$109K 0.02% 288
2025
Q3 		$1.22M Sell
9,220
-74
-0.8% -$9.19K 0.02% 270
2025
Q2 		$980K Sell
9,294
-500
-5% -$50.4K 0.02% 282
2025
Q1 		$1.01M Buy
+9,794
New +$1.06M 0.02% 272

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

Crestwood Advisors Group's PHM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Pultegroup (PHM) stake by 37% in Q2 2026, selling an estimated $268K and leaving 3,730 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #480.

Crestwood Advisors Group first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Crestwood Advisors Group held 3,730 shares of Pultegroup worth $512K as of Q2 2026.
  • Crestwood Advisors Group sold 2,203 Pultegroup shares in Q2 2026, an estimated $268K.
  • Pultegroup made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #480 holding.
  • Crestwood Advisors Group first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Pultegroup position peaked at $1.22M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.