Vestmark Advisory Solutions’s Pultegroup PHM Stock Holding History

Vestmark Advisory Solutions’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	$1.39M	Buy	10,162 +2,998	+42%	+$364K	0.01%	862
2026 Q1	$843K	Buy	7,164 +118	+2%	+$15.1K	0.01%	920
2025 Q4	$826K	Buy	+7,046	New	+$864K	0.01%	860
2024 Q3	–	Sell	-12,394	Closed	-$1.36M	–	583
2024 Q2	$1.36M	Buy	12,394 +2,403	+24%	+$273K	0.06%	284
2024 Q1	$1.21M	Buy	9,991 +6,049	+153%	+$649K	0.05%	296
2023 Q4	$294K	Buy	+3,942	New	+$335K	0.01%	420
2023 Q3	–	Sell	-4,060	Closed	-$315K	–	754
2023 Q2	$315K	Sell	4,060 -356	-8%	-$24.1K	0.01%	699
2023 Q1	$257K	Sell	4,416 -3,552	-45%	-$192K	0.01%	742
2022 Q4	$363K	Buy	+7,968	New	+$336K	0.02%	637
2022 Q1	–	Sell	-3,674	Closed	-$210K	–	890
2021 Q4	$210K	Buy	+3,674	New	+$188K	0.01%	819
2021 Q2	–	Sell	-5,386	Closed	-$282K	–	796
2021 Q1	$282K	Buy	5,386 +641	+14%	+$29.9K	0.03%	612
2020 Q4	$205K	Buy	4,745 +88	+2%	+$3.9K	0.02%	576
2020 Q3	$216K	Buy	+4,657	New	+$199K	0.03%	516

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

Vestmark Advisory Solutions's PHM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Pultegroup (PHM) stake by 42% in Q2 2026, buying an estimated $364K and bringing the position to 10,162 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #862.

Vestmark Advisory Solutions first reported a position in PHM in Q3 2020 and has held it in 13 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Vestmark Advisory Solutions held 10,162 shares of Pultegroup worth $1.39M as of Q2 2026.
Vestmark Advisory Solutions bought 2,998 Pultegroup shares in Q2 2026, an estimated $364K.
Pultegroup made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #862 holding.
Vestmark Advisory Solutions first reported a position in Pultegroup in Q3 2020 and has held it in 13 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.