West Oak Capital’s Pultegroup PHM Stock Holding History

West Oak Capital’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
2025 Q3	$112	Hold	85	–	–	﹤0.01%	216
2025 Q2	$90	Hold	85	–	–	﹤0.01%	248
2025 Q1	$87	Hold	85	–	–	﹤0.01%	249
2024 Q4	$93K	Hold	85	–	–	﹤0.01%	248
2024 Q3	$122	Sell	85 -40	-32%	-$5.09K	﹤0.01%	239
2024 Q2	$13.8K	Hold	125	–	–	0.01%	237
2024 Q1	$15K	Hold	125	–	–	0.01%	230
2023 Q4	$13K	Hold	125	–	–	0.01%	237
2023 Q3	$9K	Hold	125	–	–	﹤0.01%	249
2023 Q2	$9.71K	Hold	125	–	–	﹤0.01%	248
2023 Q1	$7.29K	Hold	125	–	–	﹤0.01%	258
2022 Q4	$6K	Hold	125	–	–	﹤0.01%	235
2022 Q3	$5K	Hold	125	–	–	﹤0.01%	277
2022 Q2	$5K	Hold	125	–	–	﹤0.01%	274
2022 Q1	$5K	Hold	125	–	–	﹤0.01%	300
2021 Q4	$7K	Hold	125	–	–	﹤0.01%	291
2021 Q3	$6K	Buy	+125	New	+$6.5K	﹤0.01%	303

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Oak Capital's PHM Position: Q3 2025 in Review

West Oak Capital held its Pultegroup (PHM) position steady in Q3 2025 at 85 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #216.

West Oak Capital first reported a position in PHM in Q3 2021 and has held it in 17 quarters since. The position peaked at $93K in Q4 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

West Oak Capital held 85 shares of Pultegroup worth $112 as of Q3 2025.
West Oak Capital left its Pultegroup share count unchanged in Q3 2025.
Pultegroup made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #216 holding.
West Oak Capital first reported a position in Pultegroup in Q3 2021 and has held it in 17 quarters since.
West Oak Capital's Pultegroup position peaked at $93K in Q4 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.