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Summitry LLC’s Pultegroup PHM Stock Holding History

Summitry LLC’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 		$227K Sell
1,653
-1,159
-41% -$141K 0.01% 307
2026
Q1 		$331K Sell
2,812
-550
-16% -$70.4K 0.01% 189
2025
Q4 		$394K Buy
+3,362
New +$412K 0.02% 142

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

Summitry LLC's PHM Position: Q2 2026 in Review

Summitry LLC reduced its Pultegroup (PHM) stake by 41% in Q2 2026, selling an estimated $141K and leaving 1,653 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #307.

Summitry LLC first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Summitry LLC held 1,653 shares of Pultegroup worth $227K as of Q2 2026.
  • Summitry LLC sold 1,159 Pultegroup shares in Q2 2026, an estimated $141K.
  • Pultegroup made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #307 holding.
  • Summitry LLC first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Summitry LLC's Pultegroup position peaked at $394K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.