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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
Q2 		$7.09M Sell
51,668
-2,305
-4% -$280K 0.04% 358
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverly Advisors's PHM Position: Q2 2026 in Review

Waverly Advisors reduced its Pultegroup (PHM) stake by 4.3% in Q2 2026, selling an estimated $280K and leaving 51,668 shares worth $7.09M. The position accounts for 0.04% of the portfolio, ranked #358.

Waverly Advisors first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Waverly Advisors held 51,668 shares of Pultegroup worth $7.09M as of Q2 2026.
  • Waverly Advisors sold 2,305 Pultegroup shares in Q2 2026, an estimated $280K.
  • Pultegroup made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #358 holding.
  • Waverly Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.