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Waystone Advisors’s Pultegroup PHM Stock Holding History

Waystone 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 		$216K Buy
+1,572
New +$191K 0.16% 107
2026
Q1 		– Sell
-1,892
Closed -$222K – 110
2025
Q4 		$222K Buy
+1,892
New +$232K 0.19% 96

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 $3.37T AUM 44.26% 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

Waystone Advisors's PHM Position: Q2 2026 in Review

Waystone Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,572 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #107 among its holdings. This is a return to the name: Waystone Advisors previously reported a position in PHM as recently as Q4 2025.

Waystone Advisors first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Waystone Advisors held 1,572 shares of Pultegroup worth $216K as of Q2 2026.
  • Pultegroup was a new Waystone Advisors position in Q2 2026.
  • Pultegroup made up 0.16% of Waystone Advisors's portfolio in Q2 2026, its #107 holding.
  • Waystone Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • Waystone Advisors's Pultegroup position peaked at $222K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.