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Hendershot Investments’s Pultegroup PHM Stock Holding History

Hendershot Investments’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
2025
Q2 		– Sell
-38,214
Closed -$3.93M – 132
2025
Q1 		$3.93M Sell
38,214
-259
-0.7% -$28K 0.53% 40
2024
Q4 		$4.19M Sell
38,473
-92
-0.2% -$11.9K 0.57% 40
2024
Q3 		$5.54M Sell
38,565
-1,275
-3% -$162K 0.75% 38
2024
Q2 		$4.39M Sell
39,840
-739
-2% -$83.9K 0.63% 38
2024
Q1 		$4.89M Sell
40,579
-519
-1% -$55.7K 0.7% 38
2023
Q4 		$4.24M Sell
41,098
-870
-2% -$73.9K 0.65% 38
2023
Q3 		$3.11M Sell
41,968
-32,616
-44% -$2.6M 0.52% 42
2023
Q2 		$5.79M Sell
74,584
-395
-0.5% -$26.8K 0.93% 30
2023
Q1 		$4.37M Sell
74,979
-3,157
-4% -$170K 0.73% 36
2022
Q4 		$3.56M Sell
78,136
-34
-0% -$1.43K 0.6% 42
2022
Q3 		$2.93M Buy
78,170
+635
+0.8% +$26.7K 0.55% 44
2022
Q2 		$3.07M Buy
+77,535
New +$3.27M 0.54% 45

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hendershot Investments's PHM Position: Q2 2025 in Review

Hendershot Investments sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 38,214 shares — an estimated $3.93M sold.

Hendershot Investments first reported a position in PHM in Q2 2022 and held it in 12 quarters. The position peaked at $5.79M in Q2 2023. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Hendershot Investments reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Hendershot Investments sold 38,214 Pultegroup shares in Q2 2025, an estimated $3.93M.
  • Hendershot Investments first reported a position in Pultegroup in Q2 2022 and held it in 12 quarters.
  • Hendershot Investments's Pultegroup position peaked at $5.79M in Q2 2023.
  • 947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Hendershot Investments's 13F filing for Q2 2025, filed 13 Aug 2025.