Rockefeller Capital Management
PHM icon

Rockefeller Capital Management’s Pultegroup PHM Stock Holding History

Rockefeller Capital Management’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 		$4.91M Sell
35,803
-1,398
-4% -$170K 0.01% 979
2026
Q1 		$4.38M Buy
37,201
+2,214
+6% +$284K 0.01% 970
2025
Q4 		$4.1M Sell
34,987
-6,879
-16% -$844K 0.01% 949
2025
Q3 		$5.53M Sell
41,866
-91,238
-69% -$11.3M 0.01% 788
2025
Q2 		$14M Buy
133,104
+15,876
+14% +$1.6M 0.03% 501
2025
Q1 		$12.1M Sell
117,228
-21,112
-15% -$2.28M 0.03% 518
2024
Q4 		$15.1M Buy
138,340
+96,049
+227% +$12.5M 0.04% 416
2024
Q3 		$6.07M Buy
42,291
+3,343
+9% +$425K 0.02% 657
2024
Q2 		$4.29M Sell
38,948
-5,567
-13% -$632K 0.01% 737
2024
Q1 		$5.37M Buy
44,515
+2,302
+5% +$247K 0.02% 673
2023
Q4 		$4.36M Buy
42,213
+734
+2% +$62.4K 0.01% 677
2023
Q3 		$3.07M Buy
41,479
+17,029
+70% +$1.36M 0.01% 711
2023
Q2 		$1.9M Sell
24,450
-771
-3% -$52.3K 0.01% 860
2023
Q1 		$1.47M Buy
25,221
+1,877
+8% +$101K 0.01% 929
2022
Q4 		$1.06M Buy
23,344
+8,614
+58% +$363K 0.01% 983
2022
Q3 		$551K Sell
14,730
-104
-0.7% -$4.37K ﹤0.01% 1229
2022
Q2 		$587K Buy
14,834
+241
+2% +$10.2K ﹤0.01% 1198
2022
Q1 		$611K Sell
14,593
-3,882
-21% -$193K ﹤0.01% 1243
2021
Q4 		$1.05M Sell
18,475
-664
-3% -$34K ﹤0.01% 1034
2021
Q3 		$878K Sell
19,139
-677
-3% -$35.2K ﹤0.01% 1046
2021
Q2 		$1.08M Buy
19,816
+1,502
+8% +$84K 0.01% 902
2021
Q1 		$960K Buy
18,314
+281
+2% +$13.1K 0.01% 795
2020
Q4 		$777K Buy
18,033
+10,000
+124% +$443K 0.01% 761
2020
Q3 		$371K Sell
8,033
-36
-0.4% -$1.54K ﹤0.01% 871
2020
Q2 		$275K Buy
8,069
+7,996
+10,953% +$240K ﹤0.01% 868
2020
Q1 		$2K Sell
73
-969
-93% -$37.4K ﹤0.01% 2203
2019
Q4 		$40K Sell
1,042
-38
-4% -$1.48K ﹤0.01% 1204
2019
Q3 		$39K Buy
1,080
+51
+5% +$1.7K ﹤0.01% 1046
2019
Q2 		$33K Sell
1,029
-497
-33% -$15.5K ﹤0.01% 901
2019
Q1 		$43K Buy
+1,526
New +$41.6K ﹤0.01% 965

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

Rockefeller Capital Management's PHM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Pultegroup (PHM) stake by 3.8% in Q2 2026, selling an estimated $170K and leaving 35,803 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #979.

Rockefeller Capital Management first reported a position in PHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.1M in Q4 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Rockefeller Capital Management held 35,803 shares of Pultegroup worth $4.91M as of Q2 2026.
  • Rockefeller Capital Management sold 1,398 Pultegroup shares in Q2 2026, an estimated $170K.
  • Pultegroup made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #979 holding.
  • Rockefeller Capital Management first reported a position in Pultegroup in Q1 2019 and has held it in 30 quarters since.
  • Rockefeller Capital Management's Pultegroup position peaked at $15.1M in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.