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Dorsey & Whitney Trust’s Pultegroup PHM Stock Holding History

Dorsey & Whitney 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
Q1 		$211K Buy
1,797
+44
+3% +$5.63K 0.01% 673
2025
Q4 		$206K Buy
+1,753
New +$215K 0.01% 677
2024
Q4 		– Sell
-1,755
Closed -$252K – 699
2024
Q3 		$252K Sell
1,755
-415
-19% -$52.8K 0.01% 578
2024
Q2 		$239K Sell
2,170
-722
-25% -$82K 0.02% 542
2024
Q1 		$349K Buy
2,892
+83
+3% +$8.9K 0.02% 434
2023
Q4 		$290K Buy
+2,809
New +$239K 0.02% 461

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dorsey & Whitney Trust's PHM Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Pultegroup (PHM) stake by 2.5% in Q1 2026, buying an estimated $5.63K and bringing the position to 1,797 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #673.

Dorsey & Whitney Trust first reported a position in PHM in Q4 2023 and has held it in 6 quarters since. The position peaked at $349K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Dorsey & Whitney Trust held 1,797 shares of Pultegroup worth $211K as of Q1 2026.
  • Dorsey & Whitney Trust bought 44 Pultegroup shares in Q1 2026, an estimated $5.63K.
  • Pultegroup made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #673 holding.
  • Dorsey & Whitney Trust first reported a position in Pultegroup in Q4 2023 and has held it in 6 quarters since.
  • Dorsey & Whitney Trust's Pultegroup position peaked at $349K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.