Wellington Group’s Pultegroup PHM Stock Holding History

Wellington Group’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	–	Sell	-238	Closed	-$28K	–	311
2026 Q1	$28K	Sell	238 -61	-20%	-$7.81K	0.01%	344
2025 Q4	$35.1K	Buy	+299	New	+$36.7K	0.01%	296

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

Wellington Group's PHM Position: Q2 2026 in Review

Wellington Group sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 238 shares — an estimated $28K sold.

Wellington Group first reported a position in PHM in Q4 2025 and held it in 2 quarters. The position peaked at $35.1K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Wellington Group reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 238 Pultegroup shares in Q2 2026, an estimated $28K.
Wellington Group first reported a position in Pultegroup in Q4 2025 and held it in 2 quarters.
Wellington Group's Pultegroup position peaked at $35.1K in Q4 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.