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Summit Trail Advisors’s Pultegroup PHM Stock Holding History

Summit Trail 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
Q1 		$2.68M Buy
22,756
+1,500
+7% +$192K 0.04% 360
2025
Q4 		$2.5M Sell
21,256
-3,843
-15% -$471K 0.04% 297
2025
Q3 		$3.32M Buy
25,099
+11,191
+80% +$1.39M 0.05% 226
2025
Q2 		$1.47M Buy
+13,908
New +$1.4M 0.03% 348
2018
Q1 		– Sell
-878
Closed -$30K – 1323
2017
Q4 		$30K Buy
+878
New +$27.3K ﹤0.01% 943

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Trail Advisors's PHM Position: Q1 2026 in Review

Summit Trail Advisors increased its Pultegroup (PHM) stake by 7.1% in Q1 2026, buying an estimated $192K and bringing the position to 22,756 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #360.

Summit Trail Advisors first reported a position in PHM in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.32M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Summit Trail Advisors held 22,756 shares of Pultegroup worth $2.68M as of Q1 2026.
  • Summit Trail Advisors bought 1,500 Pultegroup shares in Q1 2026, an estimated $192K.
  • Pultegroup made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #360 holding.
  • Summit Trail Advisors first reported a position in Pultegroup in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Pultegroup position peaked at $3.32M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.