Roman Butler Fullerton & Co’s Pultegroup PHM Stock Holding History

Roman Butler Fullerton & Co’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	$211K	Sell	1,702 -74	-4%	-$8.99K	0.05%	277
2026 Q1	$214K	Sell	1,776 -118	-6%	-$15.1K	0.06%	264
2025 Q4	$242K	Buy	1,894 +178	+10%	+$21.8K	0.06%	247
2025 Q3	$203K	Sell	1,716 -80	-4%	-$9.94K	0.05%	255
2025 Q2	$209K	Buy	+1,796	New	+$181K	0.06%	235
2025 Q1	–	Sell	-1,715	Closed	-$203K	–	243
2024 Q4	$203K	Sell	1,715 -12	-0.7%	-$1.56K	0.06%	228
2024 Q3	$250K	Buy	+1,727	New	+$220K	0.08%	219
2024 Q2	–	Sell	-4,241	Closed	-$781K	–	236
2024 Q1	$781K	Sell	4,241 -1,425	-25%	-$153K	0.29%	86
2023 Q4	$596K	Buy	5,666 +6	+0.1%	+$510	0.23%	104
2023 Q3	$413K	Buy	5,660 +2,307	+69%	+$184K	0.19%	121
2023 Q2	$275K	Buy	+3,353	New	+$227K	0.13%	162

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

Roman Butler Fullerton & Co's PHM Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Pultegroup (PHM) stake by 4.2% in Q2 2026, selling an estimated $8.99K and leaving 1,702 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #277.

Roman Butler Fullerton & Co first reported a position in PHM in Q2 2023 and has held it in 11 quarters since. The position peaked at $781K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Roman Butler Fullerton & Co held 1,702 shares of Pultegroup worth $211K as of Q2 2026.
Roman Butler Fullerton & Co sold 74 Pultegroup shares in Q2 2026, an estimated $8.99K.
Pultegroup made up 0.05% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #277 holding.
Roman Butler Fullerton & Co first reported a position in Pultegroup in Q2 2023 and has held it in 11 quarters since.
Roman Butler Fullerton & Co's Pultegroup position peaked at $781K in Q1 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.