GT
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Greenleaf Trust’s Pultegroup PHM Stock Holding History

Greenleaf 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 		$336K Sell
2,446
-242
-9% -$29.4K ﹤0.01% 649
2026
Q1 		$316K Buy
2,688
+206
+8% +$26.4K ﹤0.01% 634
2025
Q4 		$291K Sell
2,482
-69
-3% -$8.46K ﹤0.01% 669
2025
Q3 		$337K Sell
2,551
-116
-4% -$14.4K ﹤0.01% 605
2025
Q2 		$281K Sell
2,667
-538
-17% -$54.2K ﹤0.01% 650
2025
Q1 		$329K Sell
3,205
-1,125
-26% -$122K ﹤0.01% 616
2024
Q4 		$472K Buy
4,330
+173
+4% +$22.5K ﹤0.01% 515
2024
Q3 		$597K Sell
4,157
-18
-0.4% -$2.29K 0.01% 471
2024
Q2 		$460K Buy
4,175
+76
+2% +$8.63K ﹤0.01% 504
2024
Q1 		$494K Sell
4,099
-1,326
-24% -$142K ﹤0.01% 482
2023
Q4 		$560K Buy
5,425
+50
+0.9% +$4.25K 0.01% 424
2023
Q3 		$398K Sell
5,375
-58
-1% -$4.62K ﹤0.01% 508
2023
Q2 		$422K Buy
5,433
+116
+2% +$7.86K ﹤0.01% 490
2023
Q1 		$310K Buy
5,317
+93
+2% +$5.02K ﹤0.01% 591
2022
Q4 		$238K Buy
+5,224
New +$220K ﹤0.01% 660
2022
Q3 		– Sell
-5,537
Closed -$219K – 733
2022
Q2 		$219K Sell
5,537
-213
-4% -$8.97K ﹤0.01% 653
2022
Q1 		$241K Sell
5,750
-722
-11% -$35.8K ﹤0.01% 670
2021
Q4 		$370K Buy
6,472
+1,146
+22% +$58.8K ﹤0.01% 530
2021
Q3 		$245K Sell
5,326
-45
-0.8% -$2.34K ﹤0.01% 640
2021
Q2 		$293K Buy
5,371
+79
+1% +$4.42K ﹤0.01% 583
2021
Q1 		$278K Buy
+5,292
New +$247K ﹤0.01% 574
2020
Q4 		– Sell
-4,773
Closed -$221K – 633
2020
Q3 		$221K Buy
+4,773
New +$204K ﹤0.01% 490
2020
Q2 		– Sell
-17,931
Closed -$400K – 584
2020
Q1 		$400K Buy
17,931
+11,820
+193% +$457K 0.01% 283
2019
Q4 		$237K Hold
6,111
– – ﹤0.01% 470
2019
Q3 		$223K Buy
+6,111
New +$203K ﹤0.01% 486

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

Greenleaf Trust's PHM Position: Q2 2026 in Review

Greenleaf Trust reduced its Pultegroup (PHM) stake by 9% in Q2 2026, selling an estimated $29.4K and leaving 2,446 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Greenleaf Trust first reported a position in PHM in Q3 2019 and has held it in 25 quarters since. The position peaked at $597K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Greenleaf Trust held 2,446 shares of Pultegroup worth $336K as of Q2 2026.
  • Greenleaf Trust sold 242 Pultegroup shares in Q2 2026, an estimated $29.4K.
  • Pultegroup made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #649 holding.
  • Greenleaf Trust first reported a position in Pultegroup in Q3 2019 and has held it in 25 quarters since.
  • Greenleaf Trust's Pultegroup position peaked at $597K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.