WHG
PHM icon

Westwood Holdings Group’s Pultegroup PHM Stock Holding History

Westwood Holdings 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 		$358K Buy
+2,608
New +$317K ﹤0.01% 529
2024
Q3 		– Sell
-2,528
Closed -$278K – 486
2024
Q2 		$278K Hold
2,528
– – ﹤0.01% 428
2024
Q1 		$305K Sell
2,528
-120
-5% -$12.9K ﹤0.01% 425
2023
Q4 		$273K Sell
2,648
-270
-9% -$22.9K ﹤0.01% 430
2023
Q3 		$216K Buy
+2,918
New +$233K ﹤0.01% 438
2023
Q1 		– Sell
-3,466
Closed -$158K – 579
2022
Q4 		$158K Sell
3,466
-15,761
-82% -$664K ﹤0.01% 500
2022
Q3 		$721K Sell
19,227
-2,043
-10% -$85.9K 0.01% 341
2022
Q2 		$843K Buy
21,270
+3,908
+23% +$165K 0.01% 358
2022
Q1 		$728K Buy
17,362
+1,318
+8% +$65.4K 0.01% 375
2021
Q4 		$917K Buy
16,044
+1,542
+11% +$79.1K 0.01% 354
2021
Q3 		$667K Sell
14,502
-154
-1% -$8K 0.01% 363
2021
Q2 		$800K Sell
14,656
-303,211
-95% -$17M 0.01% 357
2021
Q1 		$16.7M Buy
317,867
+292,683
+1,162% +$13.7M 0.17% 170
2020
Q4 		$1.09M Buy
25,184
+2,878
+13% +$128K 0.01% 331
2020
Q3 		$1.03M Sell
22,306
-8,898
-29% -$381K 0.01% 313
2020
Q2 		$1.06M Buy
31,204
+2,197
+8% +$66K 0.01% 322
2020
Q1 		$647K Buy
29,007
+5,770
+25% +$223K 0.01% 336
2019
Q4 		$901K Sell
23,237
-6,428
-22% -$250K 0.01% 350
2019
Q3 		$1.08M Hold
29,665
– – 0.01% 333
2019
Q2 		$939K Sell
29,665
-10,205
-26% -$318K 0.01% 358
2019
Q1 		$1.12M Buy
+39,870
New +$1.09M 0.01% 313

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

Westwood Holdings Group's PHM Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Pultegroup (PHM) in Q2 2026: 2,608 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in PHM as recently as Q2 2024.

Westwood Holdings Group first reported a position in PHM in Q1 2019 and has held it in 21 quarters since. The position peaked at $16.7M in Q1 2021. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Westwood Holdings Group held 2,608 shares of Pultegroup worth $358K as of Q2 2026.
  • Pultegroup was a new Westwood Holdings Group position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #529 holding.
  • Westwood Holdings Group first reported a position in Pultegroup in Q1 2019 and has held it in 21 quarters since.
  • Westwood Holdings Group's Pultegroup position peaked at $16.7M in Q1 2021.
  • 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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