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Westover Capital Advisors’s Pultegroup PHM Stock Holding History

Westover Capital 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
2025
Q2 		– Sell
-2,325
Closed -$239K – 239
2025
Q1 		$239K Sell
2,325
-7,826
-77% -$845K 0.05% 213
2024
Q4 		$1.11M Sell
10,151
-2,521
-20% -$327K 0.24% 88
2024
Q3 		$1.82M Buy
12,672
+5,419
+75% +$689K 0.35% 63
2024
Q2 		$799K Buy
7,253
+1,091
+18% +$124K 0.21% 100
2024
Q1 		$743K Buy
+6,162
New +$661K 0.22% 90
2020
Q1 		– Sell
-7,751
Closed -$301K – 144
2019
Q4 		$301K Sell
7,751
-230
-3% -$8.94K 0.13% 109
2019
Q3 		$292K Hold
7,981
– – 0.14% 107
2019
Q2 		$252K Sell
7,981
-830
-9% -$25.9K 0.12% 114
2019
Q1 		$246K Sell
8,811
-582
-6% -$15.9K 0.13% 112
2018
Q4 		$244K Sell
9,393
-64,168
-87% -$1.59M 0.15% 95
2018
Q3 		$1.82M Sell
73,561
-33,532
-31% -$950K 0.92% 40
2018
Q2 		$3.08M Sell
107,093
-1,117
-1% -$33.6K 1.66% 20
2018
Q1 		$3.19M Buy
108,210
+60,132
+125% +$1.87M 1.74% 19
2017
Q4 		$1.6M Buy
48,078
+13,593
+39% +$422K 0.88% 44
2017
Q3 		$942K Buy
34,485
+23,234
+207% +$588K 0.55% 54
2017
Q2 		$276K Buy
+11,251
New +$263K 0.18% 94

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Westover Capital Advisors's PHM Position: Q2 2025 in Review

Westover Capital Advisors sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,325 shares — an estimated $239K sold.

Westover Capital Advisors first reported a position in PHM in Q2 2017 and held it in 16 quarters. The position peaked at $3.19M in Q1 2018. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Westover Capital Advisors reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 2,325 Pultegroup shares in Q2 2025, an estimated $239K.
  • Westover Capital Advisors first reported a position in Pultegroup in Q2 2017 and held it in 16 quarters.
  • Westover Capital Advisors's Pultegroup position peaked at $3.19M in Q1 2018.
  • 945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.