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Private Trust Company’s Pultegroup PHM Stock Holding History

Private Trust Company’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 		$81.5K Sell
594
-153
-20% -$18.6K 0.01% 1150
2026
Q1 		$87.9K Sell
747
-6
-0.8% -$768 0.01% 1071
2025
Q4 		$88.3K Sell
753
-246
-25% -$30.2K 0.01% 1062
2025
Q3 		$132K Sell
999
-6
-0.6% -$745 0.01% 905
2025
Q2 		$106K Sell
1,005
-694
-41% -$69.9K 0.01% 932
2025
Q1 		$175K Sell
1,699
-1,307
-43% -$141K 0.02% 755
2024
Q4 		$327K Sell
3,006
-1,217
-29% -$158K 0.03% 519
2024
Q3 		$606K Buy
4,223
+3,042
+258% +$387K 0.06% 339
2024
Q2 		$130K Buy
1,181
+73
+7% +$8.29K 0.01% 802
2024
Q1 		$134K Buy
1,108
+355
+47% +$38.1K 0.01% 773
2023
Q4 		$77.7K Sell
753
-106
-12% -$9.01K 0.01% 906
2023
Q3 		$63.6K Buy
859
+172
+25% +$13.7K 0.01% 937
2023
Q2 		$53.4K Sell
687
-34
-5% -$2.3K 0.01% 1005
2023
Q1 		$42K Sell
721
-34
-5% -$1.84K 0.01% 1050
2022
Q4 		$34K Buy
755
+66
+10% +$2.78K 0.01% 1099
2022
Q3 		$26K Sell
689
-33
-5% -$1.39K ﹤0.01% 1116
2022
Q2 		$29K Buy
+722
New +$30.4K ﹤0.01% 1110
2014
Q4 		– Sell
-317
Closed -$6K – 933
2014
Q3 		$6K Hold
317
– – ﹤0.01% 1255
2014
Q2 		$6K Hold
317
– – ﹤0.01% 1228
2014
Q1 		$6K Hold
317
– – ﹤0.01% 1130
2013
Q4 		$6K Hold
317
– – ﹤0.01% 1118
2013
Q3 		$5K Buy
317
+91
+40% +$1.55K ﹤0.01% 1139
2013
Q2 		$4K Buy
+226
New +$4.7K ﹤0.01% 1138

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

Private Trust Company's PHM Position: Q2 2026 in Review

Private Trust Company reduced its Pultegroup (PHM) stake by 20% in Q2 2026, selling an estimated $18.6K and leaving 594 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #1150.

Private Trust Company first reported a position in PHM in Q2 2013 and has held it in 23 quarters since. The position peaked at $606K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Private Trust Company held 594 shares of Pultegroup worth $81.5K as of Q2 2026.
  • Private Trust Company sold 153 Pultegroup shares in Q2 2026, an estimated $18.6K.
  • Pultegroup made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1150 holding.
  • Private Trust Company first reported a position in Pultegroup in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Pultegroup position peaked at $606K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.