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Mather Group’s Pultegroup PHM Stock Holding History

Mather Group’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 		$241K Sell
1,757
-33
-2% -$4.01K ﹤0.01% 736
2026
Q1 		$210K Buy
+1,790
New +$229K ﹤0.01% 725
2025
Q4 		– Sell
-1,649
Closed -$218K – 1374
2025
Q3 		$218K Buy
+1,649
New +$205K ﹤0.01% 604
2025
Q2 		– Sell
-1,495
Closed -$154K – 1417
2025
Q1 		$154K Sell
1,495
-176
-11% -$19K ﹤0.01% 660
2024
Q4 		$182K Buy
1,671
+15
+0.9% +$1.95K ﹤0.01% 596
2024
Q3 		$238K Buy
1,656
+114
+7% +$14.5K ﹤0.01% 522
2024
Q2 		$186K Buy
1,542
+186
+14% +$21.1K ﹤0.01% 633
2024
Q1 		$140K Buy
+1,356
New +$145K ﹤0.01% 616

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

Mather Group's PHM Position: Q2 2026 in Review

Mather Group reduced its Pultegroup (PHM) stake by 1.8% in Q2 2026, selling an estimated $4.01K and leaving 1,757 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Mather Group first reported a position in PHM in Q1 2024 and has held it in 8 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Mather Group held 1,757 shares of Pultegroup worth $241K as of Q2 2026.
  • Mather Group sold 33 Pultegroup shares in Q2 2026, an estimated $4.01K.
  • Pultegroup made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #736 holding.
  • Mather Group first reported a position in Pultegroup in Q1 2024 and has held it in 8 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.