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Whipplewood Advisors’s Pultegroup PHM Stock Holding History

Whipplewood 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 		$2.33K Sell
17
-125
-88% -$15.2K ﹤0.01% 402
2026
Q1 		$16.7K Buy
+142
New +$18.2K 0.01% 418
2025
Q3 		– Sell
-154
Closed -$16.2K – 930
2025
Q2 		$16.2K Buy
154
+127
+470% +$12.8K 0.01% 499
2025
Q1 		$15.8K Sell
27
-131
-83% -$14.1K 0.01% 488
2024
Q4 		$17.2K Buy
+158
New +$20.5K 0.01% 467

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

Whipplewood Advisors's PHM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Pultegroup (PHM) stake by 88% in Q2 2026, selling an estimated $15.2K and leaving 17 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Whipplewood Advisors first reported a position in PHM in Q4 2024 and has held it in 5 quarters since. The position peaked at $17.2K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Whipplewood Advisors held 17 shares of Pultegroup worth $2.33K as of Q2 2026.
  • Whipplewood Advisors sold 125 Pultegroup shares in Q2 2026, an estimated $15.2K.
  • Pultegroup made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #402 holding.
  • Whipplewood Advisors first reported a position in Pultegroup in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Pultegroup position peaked at $17.2K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.