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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
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 $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

Fiduciary Trust's PHM Position: Q1 2026 in Review

Fiduciary Trust reduced its Pultegroup (PHM) stake by 1.1% in Q1 2026, selling an estimated $4.35K and leaving 3,129 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Fiduciary Trust first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $398K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Fiduciary Trust held 3,129 shares of Pultegroup worth $368K as of Q1 2026.
  • Fiduciary Trust sold 34 Pultegroup shares in Q1 2026, an estimated $4.35K.
  • Pultegroup made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #675 holding.
  • Fiduciary Trust first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Trust's Pultegroup position peaked at $398K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.