Whittier Trust’s Pultegroup PHM Stock Holding History

Whittier Trust’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	$37.7K	Buy	287 +7	+3%	+$850	﹤0.01%	914
2026 Q1	$33.6K	Hold	280	–	–	﹤0.01%	903
2025 Q4	$33.9K	Hold	280	–	–	﹤0.01%	941
2025 Q3	$38.5K	Hold	280	–	–	﹤0.01%	903
2025 Q2	$29.5K	Hold	280	–	–	﹤0.01%	1045
2025 Q1	$28.8K	Hold	280	–	–	﹤0.01%	1036
2024 Q4	$30.5K	Hold	280	–	–	﹤0.01%	1022
2024 Q3	$40.2K	Hold	280	–	–	﹤0.01%	968
2024 Q2	$30.8K	Hold	280	–	–	﹤0.01%	1002
2024 Q1	$33.8K	Hold	280	–	–	﹤0.01%	1012
2023 Q4	$28.9K	Sell	280 -148	-35%	-$12.6K	﹤0.01%	1022
2023 Q3	$31.7K	Buy	428 +33	+8%	+$2.63K	﹤0.01%	1019
2023 Q2	$30.7K	Buy	395 +115	+41%	+$7.79K	﹤0.01%	1032
2023 Q1	$16.3K	Hold	280	–	–	﹤0.01%	1200
2022 Q4	$12.7K	Sell	280 -117	-29%	-$4.93K	﹤0.01%	1247
2022 Q3	$15K	Hold	397	–	–	﹤0.01%	1264
2022 Q2	$16K	Hold	397	–	–	﹤0.01%	1229
2022 Q1	$17K	Buy	397 +117	+42%	+$5.81K	﹤0.01%	1244
2021 Q4	$16K	Hold	280	–	–	﹤0.01%	1232
2021 Q3	$13K	Hold	280	–	–	﹤0.01%	1214
2021 Q2	$15K	Hold	280	–	–	﹤0.01%	1207
2021 Q1	$15K	Sell	280 -192	-41%	-$8.96K	﹤0.01%	1182
2020 Q4	$20K	Hold	472	–	–	﹤0.01%	1046
2020 Q3	$22K	Hold	472	–	–	﹤0.01%	986
2020 Q2	$17K	Hold	472	–	–	﹤0.01%	992
2020 Q1	$10K	Sell	472 -78	-14%	-$3.01K	﹤0.01%	1111
2019 Q4	$21K	Buy	+550	New	+$21.4K	﹤0.01%	1018

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

Whittier Trust's PHM Position: Q2 2026 in Review

Whittier Trust increased its Pultegroup (PHM) stake by 2.5% in Q2 2026, buying an estimated $850 and bringing the position to 287 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Whittier Trust first reported a position in PHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.2K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Whittier Trust held 287 shares of Pultegroup worth $37.7K as of Q2 2026.
Whittier Trust bought 7 Pultegroup shares in Q2 2026, an estimated $850.
Pultegroup made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #914 holding.
Whittier Trust first reported a position in Pultegroup in Q4 2019 and has held it in 27 quarters since.
Whittier Trust's Pultegroup position peaked at $40.2K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.