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Pitcairn Wealth Advisors’s Pultegroup PHM Stock Holding History

Pitcairn Wealth Advisors’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 		$558K Sell
4,069
-898
-18% -$109K 0.06% 170
2026
Q1 		$582K Buy
4,967
+145
+3% +$18.6K 0.05% 161
2025
Q4 		$565K Buy
+4,822
New +$591K 0.05% 167

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

Pitcairn Wealth Advisors's PHM Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its Pultegroup (PHM) stake by 18% in Q2 2026, selling an estimated $109K and leaving 4,069 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #170.

Pitcairn Wealth Advisors first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Pitcairn Wealth Advisors held 4,069 shares of Pultegroup worth $558K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 898 Pultegroup shares in Q2 2026, an estimated $109K.
  • Pultegroup made up 0.06% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Pitcairn Wealth Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's Pultegroup position peaked at $582K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.