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Laird Norton Wetherby Wealth Management’s Pultegroup PHM Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$635K Buy
4,808
+292
+6% +$36.3K 0.03% 494
2025
Q2 		$476K Buy
+4,516
New +$455K 0.02% 579
2024
Q4 		$495K Sell
4,541
-185
-4% -$24K 0.02% 535
2024
Q3 		$678K Sell
4,726
-47
-1% -$5.98K 0.03% 467
2024
Q2 		$526K Hold
4,773
– – 0.02% 519
2024
Q1 		$576K Sell
4,773
-19
-0.4% -$2.04K 0.03% 519
2023
Q4 		$495K Sell
4,792
-167
-3% -$14.2K 0.03% 550
2023
Q3 		$367K Sell
4,959
-100
-2% -$7.97K 0.02% 622
2023
Q2 		$393K Buy
5,059
+23
+0.5% +$1.56K 0.02% 624
2023
Q1 		$293K Buy
5,036
+126
+3% +$6.8K 0.02% 715
2022
Q4 		$224K Buy
+4,910
New +$207K 0.01% 767
2022
Q3 		– Sell
-5,449
Closed -$216K – 931
2022
Q2 		$216K Sell
5,449
-461
-8% -$19.4K 0.01% 795
2022
Q1 		$248K Buy
5,910
+125
+2% +$6.2K 0.01% 778
2021
Q4 		$331K Buy
5,785
+304
+6% +$15.6K 0.02% 688
2021
Q3 		$252K Sell
5,481
-174
-3% -$9.04K 0.02% 777
2021
Q2 		$309K Buy
5,655
+203
+4% +$11.3K 0.02% 708
2021
Q1 		$286K Buy
5,452
+73
+1% +$3.41K 0.02% 617
2020
Q4 		$232K Sell
5,379
-16
-0.3% -$709 0.02% 766
2020
Q3 		$250K Sell
5,395
-753
-12% -$32.2K 0.02% 576
2020
Q2 		$209K Buy
+6,148
New +$185K 0.02% 629
2020
Q1 		– Sell
-6,268
Closed -$244K – 735
2019
Q4 		$244K Buy
6,268
+95
+2% +$3.69K 0.02% 600
2019
Q3 		$226K Buy
+6,173
New +$205K 0.02% 624

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PHM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Pultegroup (PHM) stake by 6.5% in Q3 2025, buying an estimated $36.3K and bringing the position to 4,808 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #494.

Laird Norton Wetherby Wealth Management first reported a position in PHM in Q3 2019 and has held it in 22 quarters since. The position peaked at $678K in Q3 2024. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,808 shares of Pultegroup worth $635K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 292 Pultegroup shares in Q3 2025, an estimated $36.3K.
  • Pultegroup made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #494 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Pultegroup in Q3 2019 and has held it in 22 quarters since.
  • Laird Norton Wetherby Wealth Management's Pultegroup position peaked at $678K in Q3 2024.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.