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Fiduciary Trust’s Pultegroup PHM Stock Holding History

Fiduciary 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 		$335K Sell
2,442
-687
-22% -$83.4K ﹤0.01% 721
2026
Q1 		$368K Sell
3,129
-34
-1% -$4.35K ﹤0.01% 675
2025
Q4 		$371K Buy
3,163
+150
+5% +$18.4K ﹤0.01% 656
2025
Q3 		$398K Buy
3,013
+81
+3% +$10.1K ﹤0.01% 616
2025
Q2 		$309K Buy
2,932
+310
+12% +$31.2K ﹤0.01% 675
2025
Q1 		$270K Buy
2,622
+29
+1% +$3.13K ﹤0.01% 696
2024
Q4 		$282K Buy
2,593
+423
+19% +$54.9K ﹤0.01% 586
2024
Q3 		$311K Sell
2,170
-5
-0.2% -$636 ﹤0.01% 558
2024
Q2 		$239K Hold
2,175
– – ﹤0.01% 576
2024
Q1 		$262K Hold
2,175
– – ﹤0.01% 580
2023
Q4 		$225K Buy
+2,175
New +$185K ﹤0.01% 589

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

Fiduciary Trust's PHM Position: Q2 2026 in Review

Fiduciary Trust reduced its Pultegroup (PHM) stake by 22% in Q2 2026, selling an estimated $83.4K and leaving 2,442 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Fiduciary Trust first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $398K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Fiduciary Trust held 2,442 shares of Pultegroup worth $335K as of Q2 2026.
  • Fiduciary Trust sold 687 Pultegroup shares in Q2 2026, an estimated $83.4K.
  • Pultegroup made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #721 holding.
  • Fiduciary Trust first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Fiduciary Trust's Pultegroup position peaked at $398K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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