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Waverly Advisors’s Pultegroup PHM Stock Holding History

Waverly 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 		$6.35M Sell
53,973
-309
-0.6% -$39.6K 0.05% 349
2025
Q4 		$6.37M Buy
54,282
+2,285
+4% +$280K 0.05% 325
2025
Q3 		$6.87M Buy
51,997
+1,398
+3% +$174K 0.07% 268
2025
Q2 		$5.34M Buy
50,599
+9,173
+22% +$924K 0.06% 298
2025
Q1 		$4.26M Buy
+41,426
New +$4.47M 0.05% 328

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
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

Waverly Advisors's PHM Position: Q1 2026 in Review

Waverly Advisors reduced its Pultegroup (PHM) stake by 0.57% in Q1 2026, selling an estimated $39.6K and leaving 53,973 shares worth $6.35M. The position accounts for 0.05% of the portfolio, ranked #349.

Waverly Advisors first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.87M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Waverly Advisors held 53,973 shares of Pultegroup worth $6.35M as of Q1 2026.
  • Waverly Advisors sold 309 Pultegroup shares in Q1 2026, an estimated $39.6K.
  • Pultegroup made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #349 holding.
  • Waverly Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Pultegroup position peaked at $6.87M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.