Vest Financial’s Pultegroup PHM Stock Holding History

Vest 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 Q1	$60.4M	Buy	513,876 +48,706	+10%	+$6.24M	0.73%	36
2025 Q4	$54.5M	Buy	465,170 +49,765	+12%	+$6.1M	0.69%	47
2025 Q3	$54.9M	Buy	415,405 +50,088	+14%	+$6.22M	0.72%	53
2025 Q2	$38.5M	Buy	365,317 +52,594	+17%	+$5.3M	0.55%	97
2025 Q1	$32.1M	Buy	312,723 +290,564	+1,311%	+$31.4M	0.5%	96
2024 Q4	$2.41M	Buy	22,159 +11,682	+112%	+$1.52M	0.04%	182
2024 Q3	$1.5M	Buy	10,477 +458	+5%	+$58.2K	0.03%	168
2024 Q2	$1.1M	Buy	10,019 +2,402	+32%	+$273K	0.03%	169
2024 Q1	$919K	Buy	7,617 +5,324	+232%	+$571K	0.02%	139
2023 Q4	$237K	Buy	+2,293	New	+$195K	0.01%	183
2023 Q1	–	Sell	-8,193	Closed	-$373K	–	125
2022 Q4	$373K	Buy	+8,193	New	+$345K	0.06%	99

Other funds holding PHM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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