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Rossby Financial’s Pultegroup PHM Stock Holding History

Rossby Financial’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 		$41.4K Sell
302
-15
-5% -$1.82K 0.01% 748
2026
Q1 		$37.1K Buy
317
+243
+328% +$31.1K 0.01% 837
2025
Q4 		$8.68K Sell
74
-189
-72% -$23.2K ﹤0.01% 975
2025
Q3 		$35.4K Buy
263
+16
+6% +$1.99K 0.01% 596
2025
Q2 		$26K Buy
247
+20
+9% +$2.02K 0.01% 604
2025
Q1 		$23.1K Buy
+227
New +$24.5K 0.01% 594

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

Rossby Financial's PHM Position: Q2 2026 in Review

Rossby Financial reduced its Pultegroup (PHM) stake by 4.7% in Q2 2026, selling an estimated $1.82K and leaving 302 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #748.

Rossby Financial first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Rossby Financial held 302 shares of Pultegroup worth $41.4K as of Q2 2026.
  • Rossby Financial sold 15 Pultegroup shares in Q2 2026, an estimated $1.82K.
  • Pultegroup made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #748 holding.
  • Rossby Financial first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.