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Wellington-Altus USA’s Pultegroup PHM Stock Holding History

Wellington-Altus USA’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 		$176K Hold
1,495
– – 0.13% 132
2026
Q1 		$205K Hold
1,495
– – 0.12% 151
2025
Q4 		$175K Buy
+1,495
New +$183K 0.13% 131

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

Wellington-Altus USA's PHM Position: Q2 2026 in Review

Wellington-Altus USA held its Pultegroup (PHM) position steady in Q2 2026 at 1,495 shares worth $176K. The position accounts for 0.13% of the portfolio, ranked #132.

Wellington-Altus USA first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $205K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Wellington-Altus USA held 1,495 shares of Pultegroup worth $176K as of Q2 2026.
  • Wellington-Altus USA left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.13% of Wellington-Altus USA's portfolio in Q2 2026, its #132 holding.
  • Wellington-Altus USA first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Pultegroup position peaked at $205K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.