Grove Bank & Trust’s Pultegroup PHM Stock Holding History

Grove Bank & 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	$72.2K	Sell	526 -291	-36%	-$35.3K	0.01%	386
2026 Q1	$96.1K	Buy	817 +15	+2%	+$1.92K	0.01%	344
2025 Q4	$94K	Buy	802 +48	+6%	+$5.89K	0.01%	348
2025 Q3	$99.6K	Hold	754	–	–	0.01%	336
2025 Q2	$79.5K	Sell	754 -6	-0.8%	-$605	0.01%	366
2025 Q1	$78.1K	Buy	760 +240	+46%	+$25.9K	0.01%	348
2024 Q4	$56.6K	Buy	520 +57	+12%	+$7.4K	0.01%	362
2024 Q3	$66.5K	Buy	463 +72	+18%	+$9.15K	0.01%	337
2024 Q2	$43K	Sell	391 -30	-7%	-$3.41K	0.01%	370
2024 Q1	$50.8K	Hold	421	–	–	0.01%	375
2023 Q4	$43.5K	Buy	421 +11	+3%	+$935	0.01%	372
2023 Q3	$30.4K	Hold	410	–	–	0.01%	416
2023 Q2	$31.8K	Buy	410 +203	+98%	+$13.8K	0.01%	412
2023 Q1	$12.1K	Buy	207 +77	+59%	+$4.16K	﹤0.01%	501
2022 Q4	$6K	Buy	+130	New	+$5.48K	﹤0.01%	527

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Grove Bank & Trust's PHM Position: Q2 2026 in Review

Grove Bank & Trust reduced its Pultegroup (PHM) stake by 36% in Q2 2026, selling an estimated $35.3K and leaving 526 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #386.

Grove Bank & Trust first reported a position in PHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.6K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Grove Bank & Trust held 526 shares of Pultegroup worth $72.2K as of Q2 2026.
Grove Bank & Trust sold 291 Pultegroup shares in Q2 2026, an estimated $35.3K.
Pultegroup made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #386 holding.
Grove Bank & Trust first reported a position in Pultegroup in Q4 2022 and has held it in 15 quarters since.
Grove Bank & Trust's Pultegroup position peaked at $99.6K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.