Midwest Trust’s Pultegroup PHM Stock Holding History

Midwest 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	$425K	Sell	3,098 -110	-3%	-$13.4K	﹤0.01%	479
2026 Q1	$377K	Sell	3,208 -172	-5%	-$22K	﹤0.01%	476
2025 Q4	$396K	Hold	3,380	–	–	﹤0.01%	456
2025 Q3	$447K	Sell	3,380 -180	-5%	-$22.4K	0.01%	438
2025 Q2	$375K	Buy	+3,560	New	+$359K	0.01%	471

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

Midwest Trust's PHM Position: Q2 2026 in Review

Midwest Trust reduced its Pultegroup (PHM) stake by 3.4% in Q2 2026, selling an estimated $13.4K and leaving 3,098 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Midwest Trust first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $447K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Midwest Trust held 3,098 shares of Pultegroup worth $425K as of Q2 2026.
Midwest Trust sold 110 Pultegroup shares in Q2 2026, an estimated $13.4K.
Pultegroup made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #479 holding.
Midwest Trust first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Pultegroup position peaked at $447K in Q3 2025.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.