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 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 $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Trail Ridge Investment Advisors's PHM Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its Pultegroup (PHM) position steady in Q1 2026 at 16,705 shares worth $1.96M. The position accounts for 0.85% of the portfolio, ranked #28.

Trail Ridge Investment Advisors first reported a position in PHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.48M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Trail Ridge Investment Advisors held 16,705 shares of Pultegroup worth $1.96M as of Q1 2026.
Trail Ridge Investment Advisors left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up 0.85% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #28 holding.
Trail Ridge Investment Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's Pultegroup position peaked at $2.48M in Q3 2024.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.