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 Q2	$52.7M	Sell	383,925 -129,951	-25%	-$15.8M	0.55%	69
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 $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

Vest Financial's PHM Position: Q2 2026 in Review

Vest Financial reduced its Pultegroup (PHM) stake by 25% in Q2 2026, selling an estimated $15.8M and leaving 383,925 shares worth $52.7M. The position accounts for 0.55% of the portfolio, ranked #69.

Vest Financial first reported a position in PHM in Q4 2022 and has held it in 12 quarters since. The position peaked at $60.4M in Q1 2026. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Vest Financial held 383,925 shares of Pultegroup worth $52.7M as of Q2 2026.
Vest Financial sold 129,951 Pultegroup shares in Q2 2026, an estimated $15.8M.
Pultegroup made up 0.55% of Vest Financial's portfolio in Q2 2026, its #69 holding.
Vest Financial first reported a position in Pultegroup in Q4 2022 and has held it in 12 quarters since.
Vest Financial's Pultegroup position peaked at $60.4M in Q1 2026.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.