WestEnd Advisors’s Pultegroup PHM Stock Holding History

WestEnd 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	$274	Hold	2	–	–	﹤0.01%	371
2026 Q1	$235	Hold	2	–	–	﹤0.01%	362
2025 Q4	$235	Sell	2 -2	-50%	-$245	﹤0.01%	365
2025 Q3	$529	Hold	4	–	–	﹤0.01%	305
2025 Q2	$422	Hold	4	–	–	﹤0.01%	297
2025 Q1	$411	Buy	4 +3	+300%	+$324	﹤0.01%	291
2024 Q4	$109	Hold	1	–	–	﹤0.01%	310
2024 Q3	$144	Hold	1	–	–	﹤0.01%	330
2024 Q2	$110	Hold	1	–	–	﹤0.01%	319
2024 Q1	$121	Hold	1	–	–	﹤0.01%	296
2023 Q4	$103	Hold	1	–	–	﹤0.01%	277
2023 Q3	$74	Buy	+1	New	+$80	﹤0.01%	281
2023 Q1	–	Sell	-1	Closed	-$54	–	304
2022 Q4	$46	Hold	1	–	–	﹤0.01%	304
2022 Q3	$0	Sell	1 -1	-50%	-$42	﹤0.01%	288
2022 Q2	$79	Buy	+2	New	+$84	﹤0.01%	284
2022 Q1	–	Sell	-2	Closed	-$99	–	308
2021 Q4	$114	Buy	+2	New	+$103	﹤0.01%	332
2021 Q3	–	Hold	0	–	–	–	338
2021 Q2	–	Hold	0	–	–	–	321

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

WestEnd Advisors's PHM Position: Q2 2026 in Review

WestEnd Advisors held its Pultegroup (PHM) position steady in Q2 2026 at 2 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #371.

WestEnd Advisors first reported a position in PHM in Q4 2021 and has held it in 16 quarters since. The position peaked at $529 in Q3 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

WestEnd Advisors held 2 shares of Pultegroup worth $274 as of Q2 2026.
WestEnd Advisors left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #371 holding.
WestEnd Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 16 quarters since.
WestEnd Advisors's Pultegroup position peaked at $529 in Q3 2025.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.