Trail Ridge Investment Advisors’s Pultegroup PHM Stock Holding History

Trail Ridge Investment 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 Q2	$246K	Sell	1,793 -14,912	-89%	-$1.81M	0.1%	85
2026 Q1	$1.96M	Hold	16,705	–	–	0.85%	28
2025 Q4	$1.96M	Hold	16,705	–	–	0.84%	30
2025 Q3	$2.21M	Hold	16,705	–	–	0.99%	27
2025 Q2	$1.89M	Sell	16,705 -1,917	-10%	-$193K	0.91%	28
2025 Q1	$1.91M	Hold	18,622	–	–	0.99%	27
2024 Q4	$2.03M	Hold	18,622	–	–	0.96%	29
2024 Q3	$2.48M	Hold	18,622	–	–	1.18%	23
2024 Q2	$2.05M	Hold	18,622	–	–	1.06%	27
2024 Q1	$2.25M	Hold	18,622	–	–	1.27%	22
2023 Q4	$1.92M	Hold	18,622	–	–	1.18%	25
2023 Q3	$1.38M	Buy	18,622 +122	+0.7%	+$9.72K	0.94%	34
2023 Q2	$1.44M	Hold	18,500	–	–	0.89%	35
2023 Q1	$1.08M	Hold	18,500	–	–	0.7%	48
2022 Q4	$842K	Hold	18,500	–	–	0.58%	53
2022 Q3	$821K	Hold	18,500	–	–	0.54%	57
2022 Q2	$733K	Hold	18,500	–	–	0.5%	60
2022 Q1	$775K	Hold	18,500	–	–	0.48%	63
2021 Q4	$1.06M	Buy	+18,500	New	+$948K	0.63%	51

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

Trail Ridge Investment Advisors's PHM Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Pultegroup (PHM) stake by 89% in Q2 2026, selling an estimated $1.81M and leaving 1,793 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #85.

Trail Ridge Investment Advisors first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.48M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Trail Ridge Investment Advisors held 1,793 shares of Pultegroup worth $246K as of Q2 2026.
Trail Ridge Investment Advisors sold 14,912 Pultegroup shares in Q2 2026, an estimated $1.81M.
Pultegroup made up 0.1% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #85 holding.
Trail Ridge Investment Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
Trail Ridge Investment Advisors's Pultegroup position peaked at $2.48M in Q3 2024.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.