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Kesler Norman & Wride’s Pultegroup PHM Stock Holding History

Kesler Norman & Wride’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 		$1.16M Sell
8,458
-234
-3% -$28.4K 0.18% 126
2026
Q1 		$1.02M Buy
8,692
+83
+1% +$10.6K 0.18% 126
2025
Q4 		$1.01M Buy
8,609
+2,417
+39% +$296K 0.17% 127
2025
Q3 		$674K Sell
6,192
-1,798
-23% -$223K 0.13% 156
2025
Q2 		$843K Buy
7,990
+248
+3% +$25K 0.15% 148
2025
Q1 		$796K Buy
7,742
+1,550
+25% +$167K 0.15% 145
2024
Q4 		$674K Sell
6,192
-1,016
-14% -$132K 0.15% 151
2024
Q3 		$1.04M Buy
7,208
+3,603
+100% +$458K 0.2% 97
2024
Q2 		$397K Buy
+3,605
New +$409K 0.08% 146

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

Kesler Norman & Wride's PHM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Pultegroup (PHM) stake by 2.7% in Q2 2026, selling an estimated $28.4K and leaving 8,458 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #126.

Kesler Norman & Wride first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Kesler Norman & Wride held 8,458 shares of Pultegroup worth $1.16M as of Q2 2026.
  • Kesler Norman & Wride sold 234 Pultegroup shares in Q2 2026, an estimated $28.4K.
  • Pultegroup made up 0.18% of Kesler Norman & Wride's portfolio in Q2 2026, its #126 holding.
  • Kesler Norman & Wride first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.