MF
PHM icon

Milford Funds’s Pultegroup PHM Stock Holding History

Milford Funds’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 		$42.8M Sell
312,140
-178,168
-36% -$21.6M 0.7% 44
2026
Q1 		$57.7M Sell
490,308
-92,833
-16% -$11.9M 1.21% 28
2025
Q4 		$68.4M Buy
+583,141
New +$71.5M 1.34% 27

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 $3.38T AUM 44.17% 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

Milford Funds's PHM Position: Q2 2026 in Review

Milford Funds reduced its Pultegroup (PHM) stake by 36% in Q2 2026, selling an estimated $21.6M and leaving 312,140 shares worth $42.8M. The position accounts for 0.7% of the portfolio, ranked #44.

Milford Funds first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.4M in Q4 2025. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Milford Funds held 312,140 shares of Pultegroup worth $42.8M as of Q2 2026.
  • Milford Funds sold 178,168 Pultegroup shares in Q2 2026, an estimated $21.6M.
  • Pultegroup made up 0.7% of Milford Funds's portfolio in Q2 2026, its #44 holding.
  • Milford Funds first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Milford Funds's Pultegroup position peaked at $68.4M in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.