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Westerkirk Capital’s Pultegroup PHM Stock Holding History

Westerkirk 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
2026
Q2 		$3.18M Hold
23,200
– – 0.31% 58
2026
Q1 		$2.73M Sell
23,200
-1,200
-5% -$154K 0.29% 66
2025
Q4 		$2.86M Buy
24,400
+9,100
+59% +$1.12M 0.28% 67
2025
Q3 		$2.02M Sell
15,300
-900
-6% -$112K 0.23% 82
2025
Q2 		$1.71M Buy
+16,200
New +$1.63M 0.21% 99

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

Westerkirk Capital's PHM Position: Q2 2026 in Review

Westerkirk Capital held its Pultegroup (PHM) position steady in Q2 2026 at 23,200 shares worth $3.18M. The position accounts for 0.31% of the portfolio, ranked #58.

Westerkirk Capital first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Westerkirk Capital held 23,200 shares of Pultegroup worth $3.18M as of Q2 2026.
  • Westerkirk Capital left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.31% of Westerkirk Capital's portfolio in Q2 2026, its #58 holding.
  • Westerkirk Capital first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.